Broker Check

Who We Serve

The Ivins Englund Group serves high-net-worth pre-retirees and retirees who value having a personal relationship with their financial advising team. Our clients have a desire to integrate financial, tax, and estate strategies that work in alignment with their investments.    

Characteristics of our typical client:

  • Age 50 or older
  • Tax-conscious
  • Charitably inclined
  • $500,000+ in investable assets
  • Prefers to delegate investment management to a trusted fiduciary team
  • Values in-depth financial planning and clear, actionable guidance


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.


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