We are, at the core, a community centered group which is reflected in the way we choose to involve ourselves inside and outside of financial advising. Baird provides employees with community volunteering opportunities and charity gift matching. Our Foundation contributes to non-profits focused on health and human services, education, the arts, and diversity focused non-profits. In 2022, the Baird Foundation contributed over $5.4 million to non-profit across the country. In Austin and Minnesota, we support organizations that you can explore on the community involvement page. The beauty of working with Baird in Austin is the ability to get great advice, strategy, and service in your financial life along with recommendations on how to find your place in the Austin community.

Philanthropy is a core focus. We hope to work with clients to find their own journey to community impact and philanthropy. We are experts in strategic giving and its ability to help our clients seek the ways their financial success can also benefit organizations that motivate and inspire them to be role models for subsequent generations.

We are a strategically small practice that allows for senior level expertise on each aspect of your financial life. We have a wide range of expertise over multiple disciplines. We are committed to providing excellence to everyone we get the pleasure of serving.

Projects and Clients

We have worked with a diverse and complex set of clients. We pride ourselves in the relationships we build with our clients, and the awareness to adapt to their constantly changing lives. We are known for our expertise in strategic giving, tax efficient strategies, and ability to get you information on any financial situation that may arise in your life. Our goal is to make complex financial topics easily digestible to anyone we work with. We hope to make an occasionally stressful aspect of your life easier.

Why we love Baird

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. We joined Robert W. Baird & Company because of these shared values, the commitment to leadership development of women in our industry, and the long history of charitable giving. These values drew us to the 100 year-old Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.