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We serve as your financial compass helping customize a plan to fit your goals

Baird is an international wealth management, capital markets, asset management and private equity firm. Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind – always.


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

While we have grown over the years to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every imaginable market environment:

  • Clients come first.
  • Integrity is irreplaceable.
  • Quality is our measure of success.
  • The best financial advice is the result of expertise and teamwork.
  • How we succeed is as important as if we succeed.
  • We seek personal balance in home, work and community involvement.

Wealth Management for Your Generation and Beyond

Since our founding in Milwaukee 100 years ago, Baird has become a trusted provider of wealth management services for businesses, institutions, communities and families across the nation. We are a leading international investment bank and provider of award-winning equity research for middle market companies, and we have private equity resources on three continents.

This balanced platform of separate businesses helps provide stability for Baird and our clients through cyclical volatility. And the fact that we are an independent firm means we’re free to continue growing our business in the way that best suits our clients’ needs.

Check the background of this firm/advisor on FINRA’s BrokerCheck.