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Private Wealth Management

Imagine a financial partner fully committed to your success.

Private Wealth Management

For the past 100 years, we've had the privilege of helping clients achieve their unique financial goals. In our first century, we've come to ardently believe wealth management is about more than managing investments. It's about helping families build an education funding plan for the children in their lives. It's about guiding business owners as they consider the sale of their self-started company or transferring the reins to its next leader. It's about working alongside individuals navigating the complexities of inherited wealth. To us, wealth management is more than the numbers - it's about people.

1,298 financial advisors

1,298 financial advisors

Growing For The Future

We were very pleased to welcome Hilliard Lyons to the Baird family in 2019. Hilliard brought sophisticated wealth management and estate planning talent and capabilities to Baird. Our business models and cultures were very similar, and together we are better positioned than ever before to serve individuals, families and institutions. Our now-combined business includes nearly 1,300 Financial Advisors who serve clients from 160 offices in 33 states. They are highly experienced, averaging 20 years of industry experience and 8 years of experience at Baird.

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Each of our Financial Advisors has access to experts across Baird so they can bring the precise combination of expertise, resources and planning tools to each scenario. One such resource is our Wealth Solutions Group, a team of 100-plus experts who partner with Financial Advisors to provide clients with specialized expertise in estate planning, insurance and tax planning, education funding, charitable giving strategies and more. The team is often quoted in the national press, including The New York Times and The Wall Street Journal.

160 offices nationwide

160 offices nationwide

Investing In Our Team

We continued to invest in our team to further enhance the service we provide to our clients. In addition to our continued focus on forming diverse, multigenerational teams of talented financial professionals, we recruited and welcomed many talented professionals to Baird in 2019. We believe we have a duty to develop our team so our expertise evolves with our clients' needs. We accomplish this via both training and diversifying our talent. One specific area of talent diversity we're especially focused on is developing and empowering our women Financial Advisors and creating opportunities for women to become Financial Advisors. Meanwhile, our Foundations Program is a rotational program for young professionals, military veterans and others with the unique skill set to become a great Financial Advisor. We are also the founding partner of the Wealth Management & Financial Planning Program at the University of Wisconsin School of Business.

As we look to the next 100 years, we are proud of our business and humbled by our clients' continued trust and confidence. We know we wouldn't be here today without your partnership, and we're excited to step into our second century together to pursue your financial goals.

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Hilliard Lyons Trust - A Baird Company

Hilliard Lyons Trust, A Baird Company

We were pleased to welcome Hilliard Lyons Trust to Baird in 2019. While Hilliard has now assumed the Baird name, the trust business retained the Hilliard name in recognition of the incredible legacy of the firm. The business complements and enhances Baird's existing wealth management capabilities, bringing sophisticated estate and wealth transfer planning capabilities to the firm. We plan to thoughtfully extend its capabilities over time.

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For more than 50 years, Hilliard Lyons Trust has helped clients ensure their legacies across generations and through many markets. With more than $13 billion in assets under adminstration, it offers asset management, estate planning, wealth transfer, tax planning and trust services to high-net-worth clients and a wide range of institutions. The Trust Company team includes 65 professionals, including trust and estate administrators and investment professionals with deep industry experience and tenure with the team. Our Trust Company professionals have an average of 25 years of industry experience and 15 years with the business.