Financial Services: Advance & Retirement Planning, Investment Services,Wealth Management

For more than 100 years, Baird has been a strong, stable and trusted financial partner across generations and through many markets.

Today Baird serves individuals, businesses and communities across the United States as well as institutional clients around the globe from more than 100 offices on three continents.

As an employee-owned firm, we are able to invest in growing our business with our clients' best interests in mind. We measure our success by the $300+ billion in client assets that are entrusted to us.

Broad range of personal banking products/ solutions, combination of sector expertise, local knowledge and mid-market focus.

Helping people be wise with money and live more generous lives!

Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm founded in 1890. Our philosophy on investing is grounded on a more than 125-year-old tradition of trust, understanding, and solid, studied advice. The company is a registered investment advisor with the U.S. Securities and Exchange Commission.

Our parent company, Stifel Financial Corp., went public in 1983 and has traded on the NYSE since 1987 (symbol: “SF”).

Comprehensive financial planning for business and individuals.

Wealthspire Advisors is an independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.