Investment Advisors At Baker Tilly, our specialized investment advisors team listens closely, gains an understanding of your financial goals, reviews your current investments, identifies any gaps in your present strategy, and creates a specific investment plan for you – whether you manage an employer-sponsored 401(k) plan or have individual wealth management needs. Expect personal service from objective advisors who appreciate your unique financial objectives, and receive the investment guidance needed to help reach your goals. Beyond our investment management services, many executive clients value our financial and estate planning services, expatriate and global wealth preservation services, and merger and acquisition services. Stories of our services: >.. Retirement readiness - A case study >.. Software company revives 401(k) plans >.. Excavation company digs up exceptional client service >.. Comprehensive services for business  owner in transition >.. Dental practice benefits from retirement plan services       Contact our investment advisory team >

Fidelity Manage your account > Schwab Manage your accont> SEI Manage your account >   Baker Tilly Investment Advisors welcomes Bruce Laning!

Baker Tilly Investment Advisors, LLC is a registered investment advisor and a subsidiary of Baker Tilly Virchow Krause, LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, or tax advice. While the information is deemed reliable, Baker Tilly cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results. Baker Tilly refers to Baker Tilly Investment Advisors, LLC and Baker Tilly Virchow Krause, LLP for this page of the website. Baker Tilly Virchow Krause, LLP is an independently owned and managed member of Baker Tilly International.