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Our Approach

Our Process

Our Process

With the Allman Johnson Group we believe our greatest value comes from providing understanding your big picture, identifying your priorities, and creating a plan to achieve them. Our wealth management process revolves around you – your values, your priorities.

Below is what you can expect when working with us:

Getting To Know You

We gather information about you to better understand your complete financial picture. 

Goal Setting

We identify goals and objectives, prioritize them and determine the amount of risk you’re comfortable with.

Customize Your Plan

We draw on expertise and resources at Baird and then recommend a custom solution. 

Ongoing Reviews

We continue to measure performance and make adjustments as changes occur in the markets and your life.

Frequently Asked Questions

  • Life can become complicated. Building wealth for your future is important. Whether as an individual or a family, our responsibility is to understand your evolving situation, the unique circumstances of your life, and how you want to progress over time. We draw upon experts and resources in investment management, tax planning, estate planning and more to ensure your plan is reflective of your goals.
  • At Baird clients come first. In our fee based advisory programs we act as fiduciaries and provide ongoing guidance that puts your interests first. We also offer brokerage services for clients who prefer a transactional relationship. Brokerage services follow a best interest standard and do not carry an ongoing fiduciary duty. Many of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals and must act as fiduciaries when providing financial planning. This structure lets us deliver fiduciary level care when it matters while still offering brokerage solutions when they are the best fit.
  • For over a century, we have upheld the values of honesty, openness, collaboration, and prioritizing clients. These principles are the cornerstone of our distinct culture and business approach, which we refer to as The Baird Way. Learn more about our firm, our balanced business model and our employee ownership structure by clicking the About Baird tab.
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We want to learn more about your personal situation, identify what dreams and goals you have, and understand how we can best help you. Please connect with us below to learn more about what we can do for you. 

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