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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Baird, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Our Three-Step Process

Assess

Assess

Data-driven analysis is the foundation for everything we do.

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Strategy

Strategy

Individualized strategies ensure that your goals are always a priority.

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Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

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Meet Our Team

Kyle P.  Everett

Kyle P. Everett, QPFC

Vice President, Financial Advisor

574-247-6849

574-247-6855

Jodi L.  Finn

Jodi L. Finn

Vice President, Branch Administrative Supervisor

574-247-6830

574-247-6855

Julie A.  Holt

Julie A. Holt

Client Assistant

574-247-6853

574-247-6855

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