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Financial advisors with
combined 200 years of
retirement experience

Baird Retirement Management is a group of advisors singularly focused on lifetime income management

Helping you transition
from the workforce
to retirement

Our highly credentialed advisors use state of the art analytic tools and company-specific knowledge to address your individual retirement case

Specializing in Energy
Industry employees

Our teams and advisors service many of Houston’s largest Oil, Gas & Chemical companies

Retirement Insights

Take charge of your financial future. Our retirement insights offer analysis of key retirement themes and challenges to you to help our clients make more informed retirement decisions.

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What the DOL Fiduciary Standard Means to Investors | Baird Retirement Management

A current topic that is floating around the retirement planning industry is the new DOL rule. The goal of the rule is to protect....

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Who will change my light bulb

MIT AgeLab has identified three simple questions......

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Capital Gain Exclusion from Sale of Residence | Baird Retirement Management

Given recent stock market turbulence and uncertainty, you may have doubts about your long-term investment strategy. Here are some ...

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Advisors Specializing in Oil & Gas Employee Retirement

We’ll help you plan ahead and achieve your retirement goals

Ashcroft Pesek Group

The Ashcroft Pesek Group is a team of financial professionals focused on producing successful retirement outcomes for...

Servicing

Exxon Mobil Upstream

Learn More

Company Member 3

Evans Allain Crumley Group

Financial advisors attempt to differentiate themselves from the competition in many ways. Some strive to outperform a given...

Servicing

ConocoPhillips

Learn More

Company Member 5

Montesino Atkinson Daley Group

We work with people employed at and retiring from Marathon, BP, and Shell. We have developed an understanding...

Servicing

Marathon
BP
Shell

Learn More

Mon Atkinson

Pfeil Leatherwood Group

We work with people employed at and retiring from Chevron and Schlumberger. We have developed an understanding of the companys' plans...

Servicing

Chevron

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Company Member 2

William W. Barrow

William Barrow utilizes decades of experience to focus on serving Exxon Mobil downstream retirees. Successful transition...

Servicing

Exxon Mobil Downstream

Learn More

Company Member Blank

Foose Swisher Group

For over 30 years, The Gary Foose Group has built ongoing relationships with pre-retirees and.....

Servicing

BASF
Dow Chemical
DuPont
Olin Chemical

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Gary Foose Team

Ashcroft Pesek Group

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Ashcroft Pesek Group

The Ashcroft Pesek Group is a team of financial professionals focused on producing successful retirement outcomes for...

Learn More Check the background of this investment professional

Evans Allain Crumley Group

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Evans Allain Crumley Group

Financial advisors attempt to differentiate themselves from the competition in many ways. Some strive to outperform a given...

Learn More Check the background of this investment professional

Montesino Atkinson Daley Group

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Montesino Atkinson Daley Group

We work with people employed at and retiring from Marathon, BP, and Shell. We have developed an understanding...

Learn More Check the background of this investment professional

Pfeil Leatherwood Group

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Pfeil Leatherwood Group

We work with people employed at and retiring from Chevron and Schlumberger. We have developed an understanding of the companys' plans...

Learn More Check the background of this investment professional

William W. Barrow

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William W. Barrow

William Barrow utilizes decades of experience to focus on serving Exxon Mobil downstream retirees. Successful transition...

Learn More Check the background of this investment professional

Foose Swisher Group

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Foose Swisher Group

For over 30 years, The Gary Foose Group has built ongoing relationships with pre-retirees and.....

Learn More Check the background of this investment professional

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.