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Your Story. Your Wealth. Your Legacy.

Behind every individual, family and business is a unique story. A story filled with dreams, ambitions and celebrations of success. At Baird, we take the time to learn about your story and your financial vision. Drawing on a team of financial experts, we create a personalized wealth management strategy that helps you achieve your financial goals and prepares you for the next chapter of your life.

Wealth Management for Businesses

Discover how we can help you create a wealth strategy designed to secure your personal and business legacy.

Business Owner Solutions

Business Owner Solutions

Drawing on the knowledge and hands-on support of our team, we
deliver financial and business advisory services in the areas of
mergers and acquisitions, capital, business valuation, ESOP
advisory, and exit planning, with a specialized focus in middlemarket businesses.

Qualified Plan Consulting<br/>Group

Qualified Plan Consulting

To help you focus on running your company instead of maintaining
your employees’ retirement plan, we work with our team of
retirement planning professionals to pair your business with a plan
that aligns with the financial goals of your employees and business,
uncovers potential growth opportunities and evolves with your
changing needs.

Financial Planning for Individuals & Families

Discover how we can create a tailored wealth management strategy that supports your long-term financial goals

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