Real Advice. For Real People.
We bring the guidance, insights, and solutions you need to help you make sound financial decisions for today and tomorrow. From up-to-date market research and analysis to detailed wealth planning, Baird experts have the knowledge, experience, tools, and resources to help you achieve your goals.
In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, our team will remain steadfast in our commitment to serving you, your family, and your future.
Life keeps getting busier and more impersonal. Banks have replaced most tellers with ATMs. To save time and money, grocery stores even have us scanning and bagging our own groceries – and we think nothing of it. But Boehmler-Shelton Wealth Advisors resists this relentless move toward self-service. Our goal is to help clients set goals, stay on task, and follow through on building, managing, protecting, and transitioning their wealth. These are not tasks that you should try to handle on your own, hoping that you will make the right choices.
Historically, many investors have expected to contact their advisors only on an "as needed" basis. We aim to change that: While we of course do want you to call us when you have a need, we strive to provide you with a consistent flow of actionable advice that anticipates your financial needs. Our guidance is active, not reactive.
Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability. When you turn to Baird, you gain access not only to your team of dedicated advisors, but to the strength of an entire family of financial experts.
With the help of the Baird financial planning team, we can help you build a plan for your future.
Our tailored approach to the financial markets along with market insights and proprietary solutions can help you achieve your objectives and build long term financial stability.
Working alongside the Hilliard Lyons Trust Company, we can help you build and protect your legacy.
Whether a family business or a complex organization, from valuation to succession planning, our investment banking experts can help business owners navigate a path for your business.
With over 55 years of combined experience, Boehmler-Shelton Wealth Advisors is passionate about serving clients. Every day, you have a decision about who helps manage your wealth. When dealing with Boehmler-Shelton Wealth Advisors, you can expect confidentiality, honesty, and integrity. We are humbled to have the opportunity to serve our clients.
Want to learn more? We offer articles, videos and other information on a range of wealth management topics that can help you explore the alternatives that are available.