Move Forward With Financial Confidence
Our mission at The Kessinger - Lee Financial Group is to act on our years of combined experience to build and execute a customized wealth management plan for our clients. We operate on a carefully formulated strategy that positions our clients’ portfolios to weather unpredictable market conditions and life events. In so doing, we allow our clients to move forward with financial confidence. Whatever your financial goals, our core mission is to establish and maintain mutually beneficial relationships with our clients by providing them with the highest level of personal attention.
Everyone’s journey is unique. Your wealth management strategy should be too. As Wealth Advisors at Baird, that philosophy guides the way The Kessinger - Lee Financial Group works. We get to know you, learning your goals and ambitions, so that we can build a personal financial roadmap to take you where you want to go. We use the firm’s breadth of capabilities and knowledge accumulated over more than 150 years to tailor wealth strategies based on your actual needs. To help you reach your goals, we utilize a long-term investment approach to pursue a variety of client objectives – increasing financial worth, sustaining income in retirement or building funds for education and charitable purposes.
The Kessinger - Lee Financial Group has over three decades of combined experience navigating diverse market environments and yielding competitive risk-adjusted returns for our clients. Thirty years ago it was common to find single practitioners in professional groups such as financial planners, doctors, lawyers and CPAs. Not anymore. In today’s complex marketplace a team approach is needed. Our clients benefit from the collective experience of our highly credentialed team. Whether it is investments, retirement, income and estate planning or insurance, our team has the knowledge and experience to help you make sound decisions.
In 1854, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, our team will remain steadfast in our commitment to serving you, your family, and your future.
Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability.
When you turn to Baird, you gain access not only to our dedicated wealth advisor team, but to the strength of an entire family of connected financial experts.
Want to learn more about us? Explore the process, values and experience we use to help you get where you are going.
Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.
Quality, perspective, honesty and integrity: our core values are at the center of everything we do.
Check out our latest quarterly newsletter for updates on our team.