Broker Check

What Difference Does a Great Workplace Make?

Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:

  • A partnership culture backed by employee ownership
  • Industry-leading research
  • Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
  • A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs
  • Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
  • Full-service support and state-of-the-art technology
  • A team of dedicated specialists focused on making your transition to Baird as smooth as possible

At Baird, we promote a competitive but collaborative client-first culture. 

I would love the chance to sit down over coffee or lunch and talk conceptually about what we do here at Baird and learn about you and your practice. Please feel free to email or call me directly. ~ Jeff Terhune, CFP®

Privately Held & Employee Owned

We have approximately 80% associate ownership.

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Unique "Hiring Rule"


This is the main reason our culture is unmatched..

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Resources & Technology


Deep in-house expertise, with live professionals responding in real time.

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Making The Move


Hear why other financial advisors came to Baird and what their transition was like.

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Baird Private Wealth Management | Helping Advisors Do Their Best Business from Baird. For more than 100 years, Baird has focused on hiring the best people and giving them all the support and tools they need to do their best business


Making the Move: Working With The PWM Transition Team at Baird