How we can help you

No matter where you are in your life’s journey, there are things you want for yourself, your family and the causes you care about. A Baird Financial Advisor can help you prioritize and plan so you can achieve your goals of tomorrow without sacrificing what you want for yourself today.

Whether you’re looking to pay off student loans, make your golden years your best years or create opportunities for future generations, we have the insight and expertise to help you get where you want to go.

Your Baird Financial Advisor can help get you from where you are now to where you want to be.


How it works

We are happy to help review your financial plan, provide general education, and answer your questions. Getting started is easy.

  1. Click "Contact".

  2. Register, if you haven't already. (Don't worry, your contact information will remain anonymous).

  3. Message us. Ask a question or schedule a time for a free call.


About Robert W. Baird

Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 200 locations in the United States, Europe and Asia. Baird manages and oversees more than $415 billion in assets for clients around the world and employs more than 4,700 associates.

The Baird Way

What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird’s understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share.

What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission:

To provide the best financial advice and service to our clients and be the best place to work for our associates.

We’re honored to have earned national recognition and a reputation for excellence for the financial advice and services we provide. We know these accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. The latter helps us attract extraordinary people – many of whom stay with us for their entire careers – ensuring the quality and continuity of our advice and service for you.





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