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Investment Philosophy


The cornerstone of our investment philosophy is understanding the dynamic economic cycle.  That knowledge coupled with our purpose-driven approach allows us to provide tailored solutions for a variety of financials needs, from investment strategy to estate planning and risk management.


Our mission in serving you is to turn complicated financial concepts into tailored financial solutions.


We truly believe that every client's situation is unique.  We spend time getting to know you and your family to fully understand your values and your longterm goals to ensure we provide the proper solution for your needs.

Address: 4215 Worth Avenue, Suite 200 Columbus OH 43219

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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