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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.

Social Security
Jun 25, 2019

Do I Have Enough to Retire?

There's no contest for the most common question of all: "Do I have enough money to retire and stay retired?"

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Social Security
Jun 18, 2019

Big Changes Coming with Retirement Accounts?

Three important pieces of retirement legislation are currently in the works, and as a retiree or pre-retiree, this may be important to you.

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Social Security
Jun 04, 2019

The Sense in Staying Invested

If you are constantly out of the market, attempting to time returns, you could hit a big market or miss a bad market, but you also could be missing all of the middle months that make up a potentially larger portion of the return.

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Advisors Specializing in Oil, Gas, Chemical & Defense 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
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 3

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
Company Member 3

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
Learn More
Company Member 3

Nicholson Metz Davis Group

The Nicholson Metz Davis Group is a team of financial professionals providing Holistic Wealth Management for uniquely successful families.

Servicing
  • Lockheed Martin
Learn More
Company Member 3
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
Atkinson Daley Group
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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
down up

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
Nicholson Metz Davis Group
down up

Nicholson Metz Davis Group

The Nicholson Metz Davis Group is a team of financial professionals providing Holistic Wealth Management for uniquely successful families.

Learn More