Serving Our Clients' Needs

About The Owens Group

The Owens Group at Baird partners with high-net-worth families and business owners to manage their most important financial affairs – those that affect the people and causes they care about. We oversee our clients' complete financial picture so they can enjoy the financial security they've earned.

The Owens Group is an exclusive team of seasoned financial advisors and administrative personnel. Backed by Baird's extensive resources and industry relationships, we employ innovative strategies to address sophisticated financial goals, including special family, business and philanthropic interests. 

Drawing on diverse, deep expertise and more than 60 years of combined industry experience, our team applies proven portfolio design concepts to a thorough understanding of our clients' values and goals. The result is a uniquely personal plan that helps each client sustain financial stability and attain peace of mind. 

Our Clients 

We work with clients for whom we can add significant value and make a real and lasting difference in realizing their financial goals. Our clients seek to protect and grow their assets. In order to provide a high level of personalized attention to each person, we work with a limited number of clients. 

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  • Portfolio Design
  • Retirement Income Management
  • Legacy Planning
  • Charitable Giving Strategies

- Learn more about Our Practice