How We Can Help

No matter where you are now and where you’d like to go, you should have confidence knowing your Baird Financial Advisor will always be there helping you make smart decisions for your future.

More than simply investments, you need to make a plan for the life you want, both now and into the future. As an independent, employee-owned firm, Baird is structured to perform over the long term. We know that the only way we succeed is if our clients succeed. That’s the Baird Difference.

Everything we do at Baird is focused on putting our clients first. That’s why we’ve evolved the traditional financial advisory relationship to offer comprehensive wealth management. More than just investment advice, wealth management at Baird is about your big picture – identifying what’s most important to you and building a plan that delivers on those priorities.

No matter where you are now and where you’d like to go, your Baird Financial Advisor team will always be there helping you make smart plans for your future, every step of the way. Discover how the BAIRD DIFFERENCE can work for you.

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

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Tax Policy Directory

Your guide to newly enacted – and proposed – changes to the tax code

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Regardless of where you are in your life’s journey or what you envision for your future, we have the investment and planning expertise, tools and resources to guide you through the simplest or most complex decisions. Let us show you how we can help by clicking on any of the following wealth management areas:

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Baird Online

Baird Online is your secure, online portal where you can link, view and track all your financial accounts, providing you a complete picture of your net worth while managing your day-to-day finances.
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Business & Executive Services

Your Baird Financial Advisor can help you create a financial plan specifically tailored for the unique needs of your business, leaving you free to focus on your company’s bigger picture.
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Cash Management Program

Cash Management connects your long-term investment relationship with your day-to-day banking needs.
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Charitable Giving

Your Baird Financial Advisor can make sure you’re benefitting from the most current giving strategies and guidance.
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Education Funding

Your Baird Financial Advisor can help you understand all the variables at play and create an education plan that mirrors your values.
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Estate Planning

Plan for the future you want for the people and causes you care about while making a difficult time easier.
Identity Theft Protection & Online Services

Baird’s identity theft protection and online client services can give you the peace of mind that comes with complete transparency and secure access.
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Insurance Planning

Your Baird Financial Advisor's goal is to align your insurance coverage with your current situation and plans for the future – so you can rest assured the people and things you care about most are protected.

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Investment Management

Your Baird Financial Advisor can design a tailored investment portfolio that incorporates your values, time horizon and tolerance for risk.
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Liquidity Solutions

Understand where your money is and ensure it’s there for you when you need it.
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Retirement Planning

Your Baird Financial Advisor can map out what your dream retirement can look like.
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Tax Planning

Simple steps to help ensure you’re not leaving money on the table with your taxes.
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Find a Financial Advisor Near You

A Baird Financial Advisor can help get you from where you are now to where you want to be: locatebaird.com