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Our Practice

For over 40 years, our multi-generational practice has partnered with a select number of clients in Nashville and across the country to address their comprehensive financial planning and investment advisory goals. We have maintained many of these relationships over decades, across generations, and through market cycles. Clients we counsel include:

Wealthy Individuals & Families

  • Corporate executives & directors
  • Entrepreneurs & business owners
  • Entertainers & athletes
  • Surviving spouses & children


  • Qualified & non-qualified retirement plans
  • Foundations & endowments
  • Family offices and businesses

In Baird, we have a partner that shares our passion for serving our clients and our commitment to providing great outcomes. In addition to the valuable insights from within Baird, our robust open-architecture platforms also give us access to the ideas and capabilities of many of the world’s top external financial institutions.

We are accepting new clients, and in order to continue utilizing our team’s resources most effectively, we are only able to develop new relationships with families & institutions needing assistance with aggregate investable assets of $2 million or more, or whose income is over $250,000 (filing single/separately) or $400,000 (filing jointly). On a case by case basis, we occasionally may be able to assist clients who do not currently meet either of these criteria.