Broker Check

What You Need is What We Do

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

              Advanced                Planning 

  • Financial Goal Planning
  • Estate Planning & Wealth Transfer
  • Tax Planning
  • Insurance Planning
  • Business Succession Planning

Investment  Management 

  • Discretionary Portfolio Management
  • Comprehensive Advisory Solutions
  • Alternative Investments
  • External 401(k)/403(b) Asset Allocation Recommendation

Relationship Management

  • Scheduled Review Meetings
  • Ongoing Monitoring
  • Baird Online
  • Coordination With Your CPA & Attorney

Our Process


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

theflickfullergroup@rwbaird.com |  503-422-4062