Baird's Family Wealth Partners Office in Miamisburg, OH

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Family Wealth Partners

Imagine a financial partner invested in you, who wants to help you plan for what’s next...
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Discover the Baird Difference

Listen to this brief video of Baird President & CEO, Steve Booth, discussing the advantages of being an employee owned firm and what that means for our clients.
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Baird 360 Wealth

View all your finances in one place. Get started today.
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Congratulations to John Bradley!

See how the Family Wealth Partners can help you plan for the financial future you want!
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TurboTax® Instructions
As a Baird client, you may import your Baird Consolidated 1099 Tax Statement, REMIC/WHFIT Tax Statement and Form 1099-R into TurboTax^®.

Our Practice
From investment advice to financial planning to managing risk, our wealth management philosophy is built around simplifying your life.

About Baird
In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.

BAIRD HIGHLIGHTS

Baird’s Commitment During COVID-19 Pandemic

Baird’s Research Earns Top Marks in 2020 Survey

Market Strategy by Strategas, a Baird Company

John Taft Blog – Finance For The Greater Good.