Generations of Clients and Advisors
For over 40 years, our multi-generational practice has partnered with a select number of clients to help steward their legacy and their values across generations.
Our Team
Our team is committed to maintaining the highest levels of professional competence while also providing extraordinary client service.
Our Practice
Our approach to wealth management is designed to give you peace of mind that a team of trusted financial professionals is looking out for you and for your interests at all times.
Our Firm
Baird’s mission is “to provide the best financial advice and service to our clients and be the best place to work for our associates."
The Liles Group: Generations of Clients and Advisors
Our Services
Successful families with substantial assets typically have numerous opportunities – as well as many complex challenges - that require highly integrated wealth management services.
Advanced Planning
Your relationship with The Liles Group is a collaborative effort between our team and the deep resources of Baird. For our most complicated cases, we will frequently seek the additional counsel of Baird’s dedicated experts.