Our professional advisors include CPAs, CFPs and other business advisors with deep experience in a variety of industries and with varied financial situations. Our investment advisor representatives are held to the fiduciary standard, and we help you reach your personal and business financial goals.
The following factors set our team apart:
Baker Tilly Wealth Management is a fiduciary and we do not take that responsibility lightly. We are legally required to act in your best interest. More importantly, we want to act in your best interest! We are dedicated to reaching your financial goals and we respect your values, and act accordingly.
Our advisory services are fee-based, meaning we do not get a commission for selling specific investment or insurance products to you. We offer unbiased opinions on what we believe are the best options for you.
Often, investment advisors jump into a conversation with financial jargon and do not stop to find out what it is you are really looking to accomplish with your wealth. It could be support for loved ones, a philanthropic legacy or simply security that you have funds if anything goes wrong. Goals change constantly. Values almost never change. We create a plan based on your values.
Our strategic partnerships allow us to offer you an integrated service solution supported by experienced advisors, user-friendly financial planning technologies and quality investment vehicles and insurance products.
Ed Drake, Kevin Hermis, and Matt Payne are investment adviser representatives offering investment advisory services through United Capital Financial Advisers, LLC (United Capital), a registered investment adviser. All other professionals listed herein are not representatives of United Capital. United Capital does not provide tax or legal advice. Investors should consult their tax and legal professional with questions about their particular circumstances. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy. Baker Tilly Virchow Krause, LLP (Baker Tilly) and United Capital are separate and unrelated companies.