Wealth Planning for Every Phase of Your Life

Baer Kasievich Financial Group

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 clients throughout the United States.  At the same time, we aim to have a positive impact on our local communities. 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 clients throughout the United States.  At the same time, we aim to have a positive impact on our local communities.
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Our Approach

We are proud to offer comprehensive wealth management services to individuals, families, businesses, endowments, and foundations.  With more than 70 years of combined investment experience, we have refined a consistent process designed to guide clients through various market cycles.  We offer a personalized and consultative approach that is structured to create customized investment strategies and wealth management plans for our clients.
Our Process