Why Become a Client?

Why work with me?

You have plenty of choices when it comes to financial advisors.  However, I think our approach at Baehr Family Financial is pretty special and unique.

Here are just a few things that set me apart from other financial advisors:

  • Personalized advice.  I place a big emphasis on really listening to your needs and developing a customized approach that best fits your goals.  You won’t see any cookie cutter plans here.
  • Easy to understand.  I skip the technical jargon and translate it into information that everyone can understand.  It’s also important to me to take the time to help you understand what you’re doing and why.
  • No sales.  Because we’re a fee-only financial planning firm, I don’t sell products or receive commissions.  You can take comfort in knowing that you won’t be inundated with sales pitches or be pressured to buy products you don’t need.
  • Grace and gratitude.  If you’ve been reading my blog, you already know that the theme is to be grateful for the things we have instead of being stressed and disappointed by the things we don’t have.  I bring that philosophy to my interactions with clients too.

Would you like to learn more?  A no-obligation “get acquainted” meeting is a great way to start.  Complete the form below to request your meeting.

DISCLAIMER: This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB SITE.

Part 2A & B of Form ADV: Firm Brochure