Our Mission Statement and Investment Philosophy

Mission Statement

Baird Financial Management helps families develop concrete plans to help reach their financial goals.  Our objective is to help you live well without taking unnecessary investment risk.

Investment Philosophy

We believe in a top-down approach to advising clients about their investments.  We take the time necessary to understand your complete financial picture and to create a written investment plan.  We believe clients and financial advisors make better investment decisions when everyone understands the “big picture.”