A boutique firm with big ideas for your future
We strive to ensure that our clients achieve financial security, and we also want them to enjoy financial liberty – the freedom to live the life they desire – a life of abundance when it comes to health, happiness and comfortable wealth.
As experts in the decumulation phase of one’s life, we are well-versed in what is often a rather misunderstood realm of wealth management. To many, the spending of accumulated wealth may seem like the easy part (when compared to the savings and investment that led you there), but decumulation can be surprisingly complex, and when not given the consideration it deserves, long-term financial security could potentially be put at risk. This important phase of one’s life should take into consideration:
- Income Needs
- Taxation Today and Into the Future
- Estate Taxes and Transfer Fees
When clients engage G.R. Baird Financial to oversee their financial health and well-being, they understand that we are a firm that cares deeply about their future. Our comprehensive expertise in financial planning, investment guidance, insurance planning and customized benefits provides the solid footing needed to implement strategies for their financial future.
Why G.R. Baird Financial?
We are unique in that we are not a chain or franchise operation. This means our service is more thoughtful, customized and responsive than the larger alternatives. Our longstanding relationships are anchored by well-considered, effective plans and strategies that benefit each unique client.
Financial advice is only valuable if it is properly implemented and monitored through the changes and complications that life sometimes presents. Our team of experts has a history of success in putting clients on a solid path to financial confidence and security. The bottom line is that we are very comfortable with what we do.
G.R. Baird Financial is a truly independent firm. We have a client-first philosophy and provide unmatched service. Our independence allows us to customize the service and fee schedules to accommodate our clients’ needs. We act only on behalf of our clients’ interests. We are accountable to you.
Our Philosophy
We are here to help you build your best future.
Financial decisions that are made today invariably impact all of your tomorrows. The team at G.R. Baird Financial works with you to ensure those decisions are made soundly and wisely, all with a view to creating a carefree and comfortable life down the road.
Skilled. Experienced. Specialized.
When it comes to selecting a firm to manage your wealth and security, trust is imperative. Clients need to know that the firm they choose is eminently capable of making sound, informed and discerning decisions that will positively impact their financial future.
At G.R. Baird Financial, our senior leadership is bar none in this regard.
Connect with a G.R. Baird Financial Advisor >
Meet Our Administrative Team
Our administrative team is at the heart of our relationship-centred approach to wealth management, ensuring that our clients are treated with care, respect and efficiency.
Meet the team >