Our investment style focuses on liquidity, simplicity, and cost. Your funds should be accessible when you need them, not locked into contracts or lock-up periods.

Your investments should be easy to understand. If they can't be explained in 30 seconds, we tend to avoid them. Finally, we focus on cost, seeking investments that carry a cost worthy of their performance or no cost at all.

While we specialize in managing challenges facing physicians and business owners, we mostly view ourselves as family advisors. After establishing a client relationship, we eventually work with 2, 3, or even 4 generations of a family.

Clients frequently tell us they love our communication style. We maintain schedules for each client to communicate regularly, but we’re also available for calls, texts, emails, and meetings for questions and projects that pop up throughout the year.

We offer conflict-free advice that puts our clients’ interests first. As an investment advisor, we act as a fiduciary and are compensated based on the assets we manage at Baird.

Typically, we work with investors with $500,000 or more at Baird. However, each financial advisor can work with any client they choose due to our team structure.

Planning answers two types of questions. First, we address the questions you bring to us. Second, we ask questions you haven’t thought of to ensure every base is covered. Each family’s concerns and goals are prioritized.

Each plan is highly customized. Common takeaways include:

• A savings plan identifying contributions and investments each month.
• A retirement cash flow plan breaking down which dollars cover each expense.
• A life insurance review determining coverage amounts and tools.
• A business transition plan for owners, with solutions for any issues.

Our experience and dedication set us apart. We’ve guided hundreds of families through retirement, business transitions, college planning, and estate distribution for over 30 years, always committed to serving clients thoroughly.

Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and Baird Financial Advisors do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and a Baird Financial Advisor may have to you in connection with the provision of products and services, please contact our office.