We believe that the more you plan, the better your life will be.
From short-term goals like saving up for an exotic vacation to long-term goals such as living out your dream retirement, we’ll sit down and discuss everything that’s on your mind to gain a better understanding of you, your needs and what you hope to achieve.
Your financial plan is not a one-time meeting, but rather a living, breathing document that will be continuously updated as you — and your life — evolves. Whether you’re a parent, recent grad or pre-retiree, we can help make sure every financial decision you make has your best interests in mind.
What is Financial Planning?
The Popovich Financial Group at Baird has a unique approach to wealth management focused on helping you make smart financial decisions to achieve your life goals.
Watch, Kathy Carey, CFA®, Baird’s Director of Investment Research and Advanced Planning, defines Wealth Management at Baird, and highlights why we’ve centered our approach around these three important steps:
Advanced Planning: Focuses on what and who is most important to you. This is the step that also addresses major life events that can lead to important financial decisions around estate planning, retirement planning, education funding, tax planning, insurance planning and charitable giving strategies.
Investment Consulting: Focuses on building an investment plan to align your money with your goals.
Client Service: Focuses on building a life-long commitment to you. We are dedicated to making sure we stay on top of your life changes and how it can impact your financial plan.
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. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation 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.
With people at the forefront of our firm, you will never be just a name or a number to us.
Everyone has a story — where they’ve been and where they would like to be. Our mission is to gain a comprehensive understanding of who you are at home, as well as at the office, to create a financial plan and strategy that complements your unique identity — your values, beliefs and vision for the future.
Beyond managing your wealth, we serve to bridge the gap between your resources and the things you want out of life so you achieve maximum value out of our guidance.
Our clients include:
Whether you’re managing student loan debt, starting a business or considering buying a house, our Financial Planning Process is tailored to your unique needs and goals as a young professional.
In addition to helping our clients achieve their financial goals, we value volunteering our time in the community and providing those who are less fortunate with the resources they need to live happy — and healthy — lives.
The Baird Foundation supports nonprofit organizations who focus on health and human services, education, the arts and diversity.
Virginia Hospital Center Foundation’s story dates back to 1925 when five women's clubs joined together to raise $100 to start the Arlington Hospital Association. This community project went on to become a 100-bed hospital that has grown to become the Virginia Hospital Center we now have today.
Founded in 2010 to honor the memory of Yeardley Love, One Love works with young people across the country to raise awareness about the warning signs of abuse.
The Giving Circle of Hope has become a leader in local philanthropy by making vital connections, providing resources and knowledge of the nonprofit sector, engaging in advocacy, furthering education and awarding grants.
Hopecam’s mission is simple: overcome the social isolation experienced by children during their cancer treatment.
Neediest Kids provides thousands of low-income students across the Washington D.C. metro area with the basic essentials they need to get the education they deserve.
Food for Others distributes free food to people in need and provides opportunities for people to volunteer their resources.
Oceana is the world's largest international advocacy organization focusing on protecting the ocean. They aim to influence policy around the world to make the ocean a healthier place.
You deserve a dedicated team of professionals who have your best interests in mind at all times.
That’s why we’ve compiled a list of top talent in a variety of industries because, with so many options out there, it can be hard to know who is truly going to provide you with the solutions you need. All of the professionals listed below have proven their expertise and commitment to serving others.
These listed professionals do not have any formal relationship with The Popovich Group or Baird. No compensation for referral is exchanged or provided and this is not an endorsement of their service or expertise.
Jim Head represents individuals and owners of closely held businesses in the areas of estate planning, estate and trust administration, fiduciary litigation, tax, gift and estate tax controversy, business planning and other general business law matters.
Susan Wagner is a Partner with TAXX, LLC. She has been preparing tax returns for individuals and small companies for over 20 years. She especially enjoys consulting with start-up companies about accounting and tax strategies.
As an experienced business executive, Realtor®, Certified Luxury Home Marketing Specialist® and Accredited Staging Professional®, Marybeth Fraser leads the Magnificent Manors Real Estate Team of Keller Williams. Smart marketing, meticulous research, creative staging, local market knowledge and intelligent negotiations are skills she brings to each transaction to make sure the process runs smoothly from start to finish.
Enrollment into Medicare can be a challenging, confusing, and often times, an intimidating process. John is very passionate about helping seniors prepare, enroll and manage their Medicare benefits. Understanding that knowledge is power, and he seeks to advance our community's grasp of Medicare through one-on-one meetings or at a community educational events. In both settings, John will share my extensive knowledge of Medicare to ensure you have the required information to make the right decision for you.
Bill Fralin is one of the top 50 attorneys in Virginia, according to Virginia Business Magazine. Along with working at the Farr Law Firm, Bill lectures on subjects related to life care planning, elder law, asset protection and preservation, and estate planning.
To help us put 2021 in context and prepare us for what the new year could have in store, we sat down Strategas investment and policy analysts Jason Trennert and Dan Clifton and Baird financial planners Heather Osborn and Tim Steffen. We talk about the prospects for continued inflation, tax changes out of Washington, the 2022 midterms and much more in our 2022 Market, Policy and Planning Outlook.
Quick Takes: National Debt Fear
Demystifing the national debt.
Does Inflation Scare You?
Inflation is a common concern for many of our clients which is why we wanted to share the video below from the Baird team. Michael Antonelli, PWM Market Strategist and Ross Mayfield, Investment Strategy Analyst share their expertise on inflation along with some planning considerations to help address any concerns you might have.
Because inflation rates can look very different for health care, education and every day expenses, breaking out your financial goals separately can be very valuable to determine how inflation rates might impact your overall financial plan.
As you and your network continue to be faced with big life decisions we know there is an interest and need for resources to help make informed choices appropriate for you.
Enjoy Identity Protection with Peace of Mind
For being clients of The Popovich Financial Group at Baird we have partnered up with InfoArmor to give you a special low price offer for identity protection. Enjoy peace of mind, financial reassurance and time saving expertise with InfoArmor’s comprehensive identity protection plan PrivacyArmor.
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.
We have a huge appreciation for the Virginia Academy of General Dentistry association and what their doctors have achieved to give back to their community and profession. Our team is committed to helping dentists run a successful practice and give back to their employees.
How We Can Service You...
Your employees retirement matters. Let us help you determine the best plan of action for your business.
Profit Sharing Plans
As an added service our team will provide complimentary financial planning for each employee on a personal level.
On-going Financial Education
Our team takes pride on managing your assets so you can focus on what is more important to you which is growing your business and spending quality time with your family. It is our fiduciary duty to work in your best interest as well as each employee.
Online meetings available
Baird is an international wealth management, capital markets, asset management and private equity firm.
Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind — always.
Since 1919, we’ve been earning our clients’ trust by staying true to our mission:
To provide the best financial advice and service to our clients and be the best place to work for our associates.
While we have grown over the years to meet the evolving needs of our clients, we preserved the core values that kept us strong and stable through every market environment:
Clients come first.
Integrity is irreplaceable.
Quality is our measure of success.
The best financial advice is the result of expertise and teamwork.
How we succeed is as important as if we succeed.
We seek personal balance in home, work and community involvement.