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Coming Soon

Over a year of research on happiness in retirement led to Pat and Kristin’s new book: Winning at Retirement - A Guide to Health, Wealth, and Purpose in the Best Years of Your Life.  Available soon on Amazon.  

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Community

Among other community efforts we help organize and sponsor the Whitpain Community Festival, a fun and impactful annual concert and bone marrow drive in Blue Bell, PA.

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Panorama Process

Our proprietary PanoramaTM Process for Wealth Management is comprehensive, personalized,  and collaborative.

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BAIRD HIGHLIGHTS