Click here

We develop and maintain the financial blueprints that enable our clients to achieve their goals.

The VMBR Group is committed to helping clients achieve their short-term and long-range financial goals. Our clients can benefit from the guidance of investment professionals who have more than 60 years of combined financial experience. Our efforts are supported by the financial resources of Robert W. Baird & Co.

Review the News & Insights section of our site for a copy of our newsletter, Investment Strategy Outlook, and to review other Baird reports.

We Value...

  • Trust and Passion - We work hard everyday to earn the trust of our clients and we are driven by our passion to enhance their financial lives.
  • Experience - We utilize the strength of our combined 60 years of experience to serve our clients.
  • Discipline - We are a team of investment professionals dedicated to long-term investing for our clients.
  • Accessibility - We pride ourselves on a high level of accessibility to our clients. In addition, we also take pride in the accessibility our team has to the vast resources within Baird.

We Believe...

  • Clients will only be successful by FIRST determining their measure of success.
  • The proper measure of success is achieving their goals.
  • That great outcomes are driven by comprehensive planning.
  • Truly effective planning is based on extensive communication and in-depth analysis.
  • WE bring value by becoming the financial architects for our clients.

Partners for the Long Run

The VMBR Group takes pride in building long-term partnerships with its clients. We strive to exceed our clients expectations in service. We create and manage investment plans that are designed to meet our client's needs. Our investment philosophy and the Private Wealth Management Process have been developed, and are continuously improved upon, with this in mind. We have earned the trust of our clients an we welcome the opportunity to help you plan your financial future.

If you think that this site may be beneficial to someone you know, please refer us.

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