Baird Private Wealth Management

Let's Succeed Together

Financial planner in Columbus, OH (show on map)

3.5

★★★★☆

2 reviews

An independent, employee-owned financial advisory firm offering personalized wealth management and financial planning services.

Call (614) 629-6900

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About

Baird Financial Advisors is an independent, employee-owned financial advisory firm located in Columbus, OH. Established with a focus on long-term client success, the firm provides comprehensive wealth management, investment, and financial planning services tailored to individual client needs.

With a commitment to integrity, transparency, and teamwork, Baird aims to create lasting financial outcomes while fostering a collaborative, client-first culture.

Employee-owned structure

Long-term client focus

Comprehensive wealth management services

Commitment to integrity and transparency

Services

Wealth Management

Personalized financial planning and investment management services to help clients achieve their financial goals.

Tailored financial plans Investment portfolio management Retirement planning Estate planning Tax optimization

Second Opinion Service

An objective review of a client's financial plan to identify gaps and opportunities for improvement.

Comprehensive financial plan analysis Identification of strengths and weaknesses Recommendations for enhancements Goal alignment and risk assessment

Credentials & Certifications

CPA

CPWA

CFP

Reviews

Rating

3.5

★★★★☆

Reviews

Frequently Asked Questions

What is the Baird Difference? +

Baird's unique culture is driven by a mission to provide the best financial advice and service, emphasizing honesty, integrity, transparency, and teamwork. The firm is employee-owned, focusing on long-term client success and a collaborative, client-first environment.

How does Baird's employee ownership benefit clients? +

Employee ownership allows Baird to focus on client financial needs without short-term shareholder pressures, reinforcing a collaborative culture and ensuring all team members share in the firm's long-term success.

What services does Baird offer for retirement planning? +

Baird provides comprehensive retirement planning services, including personalized retirement strategies, investment management, and ongoing portfolio monitoring to help clients achieve their retirement goals.