Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is a wholly owned subsidiary of Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC