Yes. As CFP® professionals, Ann and Andrew are committed to upholding the fiduciary standard and always acting in their clients’ best interests. Their comprehensive financial planning approach is guided by the ethical principles, professional responsibility, and client-first commitment that are central to the CFP® designation.

Financial advisors are generally compensated in one of two ways: through advisory fees or transaction-based compensation.

Most of our client relationships are fee-based, meaning our compensation is based on the value of the assets we manage on your behalf. We believe this structure supports a long-term planning relationship focused on serving your best interests.

We are committed to being transparent about how we are compensated and are always happy to discuss our fees, services, and the value we provide.

Important information regarding advisory services, fees, and investment risks is contained in Form ADV, which is available upon request and should be reviewed carefully before investing.

Yes. While our office is in Minnesota, we have clients across the country.

 Technology allows us to stay closely connected with our clients wherever they live, providing personalized service and guidance through secure virtual meetings, phone calls, and ongoing communication. Whether you're down the street or across the country, distance has never been a barrier to building a strong relationship.

We work with individuals and families at a variety of life stages who are looking for thoughtful guidance on investment management, tax planning, retirement, estate considerations, and other key financial decisions.

Our clients value planning, partnership, and a long-term perspective.

Baird makes available to its clients various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.