In 2020, the Baer Kasievich Financial Group was formed with the intention of building a team with the right blend of experience, intellectual capital, and dedicated personal service to fully address the needs of our client base throughout the United States.  We also address the needs and aim to have a positive impact on our local communities.

The Baer Kasievich Financial Group is proud to offer comprehensive wealth management services to individuals, families, businesses, endowments, and foundations.  With nearly 70 years of combined investment experience, the team has refined a consistent process that has guided clients through various market cycles.  We offer a personalized and consultative approach that is structured to create customized investment strategies and wealth plans for our clients.

The Baer Kasievich Financial Group emphasizes building long-term, client-advisor relationships built on integrity, communication, mutual respect, and trust.