Your financial life is complex. You need a trusted partner.

We believe in a disciplined, value-based investment management strategy. By taking a long-term, conservative investment approach, our clients can better weather market swings in pursuit of financial security.

Financial Planning

An essential component of wealth management is a thorough analysis of your financial picture. You will work one-on-one with an experienced financial planner who will analyze your situation and help bring clarity to your financial goals.

Portfolio Management

Working in partnership with the Investment Analysis team, our experienced Portfolio Management team will put your financial plan into action through strategic asset allocation and ongoing monitoring based on your objectives.

Investment Analysis

Using advanced analytical tools and our proprietary techniques, our investment analysts seek out great companies at attractive valuations in order to achieve consistent long-term returns while minimizing risk for investors. The team approach and expertise is invaluable to the investment selection process.

Insurance & Annuity

Our team can incorporate insurance into your retirement, estate and wealth transfer plans to help maximize the benefits during your lifetime and provide for those you care about after you’re gone.

Account Service

We offer multiple options for accessing your account information, with the latest technology and highly skilled professionals all dedicated to providing you with the highest quality service at every point of interaction. 

"I would like to talk to
The Wise Investor Group"

Get the help you need to build your wealth management strategy

Talk to a Financial Advisor

Connect with us:

Get The Wise Investor Show and 
The Midweek Update on your

Sign Up for Our Insight
Download iPhone app
Download Android app
Visit Our Mobile Website
 Find us on iTunes
Follow us on Twitter
Request an Appointment

© The Wise Investor Group
One Freedom Square, 10th Floor, 11951 Freedom Drive
Reston, VA 20190
(866) 758-9473

© Robert W. Baird & Co. Incorporated.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.