OUR Philosophy

Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you and your family. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. We’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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YOU DESERVE YOUR OWN FINANCIAL STRATEGY

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Gary Richards

Director

7402825024

7402827893

grichards@rwbaird.com

Corey Wingett

Vice President

7402825024

cwingett@rwbaird.com

Jeff Nedley

Senior Vice President

724-705-8690

jnedley@rwbaird.com

Quality, perspective, honesty and integrity are Jeff’s core values at the center of everything he does. From day one Jeff is an advocate for you, your wealth and your legacy. He knows how hard you have worked to get to this point...