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My Mission
  • To create and preserve wealth for you and your family
  • To design and execute financial plans to achieve your goals for retirement, education and lifestyle
  • To educate and empower you to make sound financial decisions that are a reflection of your values
Our Service Model
  • Holistic wealth management approach
  • Financial Planning
  • Customized recommendations
  • Annual review meetings
  • Review of employment retirement, stock option and benefit plans
  • Coordination of your estate and tax planning with your CPA or attorney
Our Process
  • Discovery- getting to know you
  • Understand your goals, expectations and values
  • Develop a Financial Plan including an investment strategy, savings strategy/ budget and risk analysis
  • Create an Investment Policy Statement
  • Present your customized Investment Proposal and Action Items
  • Create and execute our implementation plan with your feedback
  • Maintain and review your Financial Plan to ensure goal success
Baird Resources
  • Richard Braun, CFP, ChFC, CASL, CLU, Financial Planner
  • Tim Steffen, CPA, CFP, Director of Financial Planning
  • Laura Thurow, CFA, Co-Director of Private Wealth Management Research
  • Rick Holman, JD, Senior Estate Planner

Address: One South Pinckney Street, Suite 600 Madison WI 53703

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

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