The Service and Expertise You Deserve
Financial expertise that meets your needs should be a given – but you deserve an experience that exceeds expectations.
Beyond sound advice, you deserve an advisory team who partners with you through every stage of life. At Baird, we know successful wealth management is built on deep relationships – so our advisors take the time to understand who you are and what you care about before providing insights that are tailored to your unique situation.
At Baird, we believe every client deserves:
To feel seen, heard and supported by their Financial Advisor team.
You and your loved one’s needs, wants and wishes should anchor every decision. You’ve worked hard for your wealth – we’re here to help ensure you make the most of it, in a way that’s right for you.
A flexible plan backed by dependable advice.
Life happens – and not everything always goes the way you might expect. That’s why we conduct regular check-ins to ensure your plan makes sense in the context of your world and the world around you. Did you recently welcome a new grandchild? Thinking about buying a second home? Unsure if market volatility could negatively impact your retirement plan? Let’s talk – knowing what’s on your mind helps us plan for the months and years ahead.
Thoughtful solutions, customized investments and trusted expertise.
We know the best laid plans are formed by more than one expert. Your plan is informed by Baird specialists in wealth, tax and estate planning, along with market analysts, portfolio managers, investment and lending specialists and more, who all collaborate with your advisor to create your personalized plan.
Technology that enriches the relationship you have with your advisor team.
Through Baird Online, you can receive detailed, real-time account information at any time – and you can also share updates and schedule meetings with your advisor. And to keep your data secure, we invest in comprehensive identity theft protection services, consistently test our own systems and develop resources that help you safeguard your personal information.
A time-honored relationship that will endure for generations.
As an employee-owned firm, we think in generations, not quarters – so more than getting to know you, we get to know the people who are closest to you so that your wishes and values can carry on as a legacy.
The Team Around Your Team
It’s our job to ensure that no matter what the future has in store, you can pursue what matters most to you with confidence. And we’re not doing it alone – we have access to a full range of in-house wealth management experts who are just as committed to your success as you are.
Wealth, Tax and Estate Planners
Experts who can collaborate on solutions and multigenerational planning that support you and your family
Market Analysts
Portfolio analysts, equity and fixed income analysts and investment strategists, as well as award-winning macroeconomic analysis from Strategas’ policy experts
Cash and Lending Specialists
Lending and liquidity solution consultants to help you maximize your flexibility while ensuring your cash is working as hard for you as possible
Technology Experts
Specialists who make sure you can communicate seamlessly and securely with your advisor while investing in cutting-edge tools to provide actionable and tailored insights
Your Baird Financial Advisor Team + You
Portfolio Managers
Analysts who employ unique strategies to investment research to give you a wide range of portfolios to support your investing preferences
Our Wealth Management Partners
Baird experts in businesses outside of wealth management who can partner with you for specialized guidance on business valuations, trust solutions, private equity opportunities and much more
Investment Specialists
Experts who support a robust platform that includes a broad range of investments – including advisory solutions, trusted asset managers, alternative investments and more – to address your unique goals
When we bought back our independence in 2004, we did it with you in mind.
We can serve you better because we’re free to always act in the best interest of our clients – and have no outside shareholders to answer to.
Ready for a true partner?
We’d love to get to know you, and have a conversation about how we can support you in your journey to building financial confidence.