Baird: A Family Business

At Baird we know your investments and financial plans represent the hopes and dreams you have for yourself, your family and your future.

A Family Business
When Baird was founded in 1919, Robert Wilson Baird – the firm’s first chairman – understood that investments were more important than the paper they were printed on or the ownership stakes they represented. He knew they also represented the hopes and dreams investors had for themselves, their families and their futures.

Fast forward to today and, while much has changed in our industry, the core of Baird’s Private Wealth Management business remains the same. It begins and ends with keeping clients first. And though every client’s situation and needs are unique, consistently we find that the things they’re trying to achieve aren’t about one specific outcome, one person or one generation.

Building Your Legacy
Baird looks at the big picture when it comes to your financial plans and investments. We see how everything fits together and works toward your goals. And being employee-owned means we can think long-term about your future instead of worrying about the next quarterly statement to shareholders. So Baird’s advice is custom-tailored – complete with insights from collaborative, in-house experts on tax, retirement and estate planning – to help you live the life you want now and leave the legacy you want for yourself and your family.

Wealth Management for Your Generation and the Next
Baird’s true partnership approach to wealth management has helped successfully guide investors, their families, businesses and communities across generations and through diverse market environments for 95 years.

Discover how Baird can help you achieve your financial goals no matter where you are in life. Visit


Robert W. Baird & Co. Member SIPC.
Robert W. Baird & Co. does not provide tax or legal services.