Baird - Financial Advisor, Alex Englund, CFP®

About Us

When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference.

Founded in 1919 in Milwaukee, Wisconsin, Baird’s financial advice and expertise has helped guide clients through changing market cycles and unexpected events across generations. Being privately held has enabled us to grow and manage our firm responsibly, from a position of enduring financial strength and with a long-term focus on the best interests of our clients, our associates and the communities we share. We have expanded into new markets and lines of business only where and when we know we can serve those clients well. Today Baird serves the investment and financial planning needs of individuals, families, small businesses, foundations, schools and other public entities throughout the United States as well as corporations and institutional investors around the world. And, because we are employee-owned, our clients can trust that we all share a personal stake in the successes we strive to help them achieve.