Business Details
Your Trusted Partner for Comprehensive Financial Solutions
G. R. Baird Financial is a client-focused financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial security. With over 150 years of combined experience among our leadership team, we specialize in financial planning, investment guidance, insurance solutions, and customized benefits. Our boutique approach ensures personalized service tailored to each client's unique needs, emphasizing transparency, independence, and expertise in decumulation and estate planning. We prioritize building trust through thoughtful strategies that align with clients' goals, ensuring a comfortable and secure financial future. 
Services
Financial Planning
Investment Guidance
Insurance Solutions
Estate Planning
Group Benefits
Retirement Programs
Critical Illness Insurance
Disability Insurance
Tax Planning
Succession Planning
Highlights and features
- Boutique service tailored to individual needs
- Proven expertise with over 150 years of combined leadership experience
- Independent and transparent client-first approach
- Specialized in decumulation and estate planning
- Dedicated administrative team ensuring personalized support
Associations and certifications
- Certified Financial Planner (CFP)
What people say
Expert financial guidance
Personalized service
Trustworthy advisors
Successful retirement planning
Long-term trust
Services
Financial Planning
Our financial planning services create tailored strategies to meet short- and long-term goals. We analyze current wealth, savings patterns, and risk tolerance to develop actionable plans. Clients benefit from comprehensive guidance on wealth accumulation, tax efficiency, and retirement readiness.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. We collaborate with legal experts to design strategies for asset protection, power of attorney, and intergenerational wealth transfer. Clients gain peace of mind knowing their legacy is secure.
Investment Guidance
Our investment guidance focuses on building and managing diversified portfolios aligned with client goals. We offer access to mutual funds, segregated funds, and market-linked investments. Clients receive ongoing monitoring and adjustments to optimize returns while managing risk.
Group Benefits
Baird Benefits Plus designs customized group benefits packages for businesses of all sizes. Services include health insurance, retirement plans, and wellness programs. Employers benefit from competitive, sustainable solutions that enhance employee satisfaction and retention.
Insurance Solutions
We provide life, critical illness, and disability insurance to protect against financial risks. Policies are tailored to individual and business needs, ensuring coverage for unexpected events. Clients receive support in selecting plans that safeguard their financial future.
People
Graeme Baird
President & CEO
With decades of experience, Graeme Baird leads G. R. Baird Financial's strategic vision. His expertise in financial planning and client relationships ensures personalized solutions. Clients praise his clear communication and commitment to long-term security.
Roxanna Grecco
President & Partner | Baird Benefits Plus
Roxanna Grecco specializes in group benefits and retirement programs. Her focus on employer needs has expanded Baird Benefits Plus into a trusted advisory service. Clients value her dedication to creating sustainable, competitive benefits packages.
Rhondi Baird
Director of Business Development
Rhondi Baird drives business growth through strategic partnerships and client engagement. Her background in financial services enhances the firm's market presence. Clients appreciate her proactive approach to identifying opportunities for financial success.
Laurie Staniforth
Licensed Assistant - Mutual Funds Investments
Laurie Staniforth supports clients with investment administration and mutual fund services. Her 31 years of experience ensure efficient, knowledgeable assistance. Clients rely on her for accurate, timely support in managing their portfolios.
Jessica Gamble
Administrative Assistant
Jessica Gamble provides organizational support to financial advisors, ensuring seamless client service. Her 11 years of experience contribute to the team's efficiency. Clients benefit from her attention to detail and responsive communication.
Questions
What financial services do you offer?
We offer financial planning, investment guidance, insurance solutions, estate planning, group benefits, and retirement programs tailored to individual and business needs.
How are you different from other financial firms?
As an independent boutique firm, we provide personalized service without corporate constraints, focusing on client needs with customized strategies and transparent fee structures.
Do you work with both individuals and businesses?
Yes, we serve individuals, families, and businesses with services including personal financial planning, business succession strategies, and employee benefits programs.
How do you charge for your services?
We use hourly fees, set fees for engagements, annual retainers, or asset-based fees, depending on client needs and service complexity.
Reviews (5)
Meghan Grifferty
Dec 11, 2018
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Graeme provides clarity and sound advice on investing and retirement planning. I would highly recommend that anyone seeking a knowledgeable and experienced financial advisor contact Graeme. You will not be disappointed with the friendly and caring service you will receive from Graeme and his staff.
Natasha Smith
Nov 19, 2018
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As new clients, we are very impressed and pleased with Graeme Baird and his staff. The comprehensive financial advice and personalized services Graeme provide is excellent. Thanks to Graeme, we are confident that our immediate and future financial objectives will be met.
Momeggedon
Aug 28, 2018
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If you are looking for someone who will take advantage of seniors, this is your guy. Who ties up an 75 year old client's money in life insurance? And then yells at them when they try and take their money elsewhere. If I could rate as no stars I would.
Jeannie Flynn
Aug 15, 2018
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My husband and I have been very impressed by the knowledge, professionalism, and dedication shown by Graeme Baird and his team. We have the utmost confidence in their model, the implementation of the plan and their ability to make changes to our asset mix as required. Graeme is approachable, trustworthy, super friendly, honest and sincere. Graeme has not only advised us on our financial situation but has given us valuable insight in other areas such as retirement goals, wills and estate planning, money management, and tax planning. We look forward for many more years with Graeme and his team from
Alexander Goldmaker
Jul 26, 2018
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I have worked with Graeme for over 21 years. He is a diligent professional that is highly skilled in financial services. I would endorse the quality of his work and integrity to anybody who asks.
