Broker Check

Who We Serve

The Ivins Englund Group serves retirees and pre-retirees who value having a personal relationship with their financial advising team.

We specialize in helping investors age 50 and older navigate the transition into retirement by providing the clarity, structure, and guidance needed to make informed financial decisions.

Our clients have confidence in our ability to integrate financial, tax, and estate strategies that work in alignment with their investments and help simplify complex financial decisions.    

Our Typical Client:

  • Age 50+
  • Tax-Conscious
  • Charitably Inclined
  • Investable Assets of $500,000+     
  • Values In-Depth Financial Planning and Clear, Actionable Guidance       
  • Prefers to Delegate Investment Management to a Trusted Fiduciary Team


Fiduciary Duty: Your Best Interest Comes First

CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam.

Baird makes available to its client's various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.


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