Whether you are an individual, business, or corporation, DFCG provides our clients consistent communication, personalized service, and award-winning wealth management backed by more than 40 years of combined industry experience. We understand there are many choices when it comes to working with a Financial Advisor, which is why we aim to clearly differentiate ourselves by delivering advice beyond investments in the form of wealth accumulation, tax-efficiency, estate planning, insurance & annuity procurement, cash-flow analysis, and intuitive business strategies. This extrinsic value connects the dots across our client’s variable financial landscape’s, giving way to creative plan-based investment strategies that generate efficiencies of success and transitions investment performance into real wealth. Ultimately, DFCG would be a good choice if you are looking for the ability to have options in life and make financial decisions with confidence, rather than being held captive to critical market movements. For over 40 years, we have been putting our clients in the best possible position to achieve their goals and find contentment in financial wellbeing. Now it’s your turn - reach out to us today and explore more possibilities tomorrow. 

No! Many of the clients we work with live outside Arizona and Alaska, where we meet with them virtually via WebEx or phone call. Along with this, we conduct annual travel to Texas, Colorado, and Florida to meet in-person with the clients living in those locations. Whether you live in any of these states or not, you are not geographically isolated to us. We are more than happy to meet with you virtually or arrange travel if necessary.    

There is no fee for an initial discovery meeting with a Financial Advisor from our group. We value ourselves on being approachable to everyone, so feel free to reach out knowing you won’t be on the hook for any hidden fees.

Information Security is a top priority at Baird. We understand that protecting your personal and account information is an essential part of our commitment to our clients. Our Information Security and IT Security teams use advanced technologies and industry-tested processes to protect your wealth against electronic fraud and theft. Additionally, we require direct client authorization on all account information requests, withdraws and transfers, thereby restricting access to criminal actors and unauthorized personnel in any attempt at your account information. For more information on the role we play in protecting your finances, please read How We Protect You

The Investment Advisors Act of 1940 established that investment advisors have a “fiduciary duty” to their clients. While the definition of that fiduciary standard has evolved in case law over the years, it’s commonly understood to mean that anyone offering professional investment advice is legally obliged to make recommendations that place the interests of the client ahead of their own and provide full disclosure of any conflicts of interest. Any firm or Financial Advisor who offers ongoing investment advice is legally required to live up to this standard. But that’s not the end of the story. The truth is, while thoughtful, proactive wealth management begins with sound investment advice, it doesn’t necessarily end there. Baird Financial Advisors can also provide brokerage services – services that fall outside the fiduciary standard but that can still play a vital role in achieving your financial goals. Working with a Financial Advisor you trust – one who understands you and your circumstances well enough to recommend advisory solutions, brokerage solutions, or both – can help create the future you want in the way that’s just right for you. Read more about what it means to be a fiduciary by clicking HERE

Our overall investment philosophy starts with your Plan. The Plan drives your investment implementation, not the other way around. We build on a three-leg stool outlook that combines income, real assets, and investments. We believe by weighting each leg proportional to your financial situation, you will find underlying support on which to base your investment decisions and risk tolerance when it comes to portfolio allocation. In this effect, we work alongside our client’s risk tolerance to selectively invest in what we believe are the most compelling opportunities by assessing current models and their effective outlook regarding the changing regulatory and consumer driven environments. This allows for a customized experience and performance-based investment strategy that helps to positively impact the lives, portfolios, and landscapes of our clients. Investment philosophy can vary from financial advisor to financial advisor, and we understand that not every one of our clients are the same, which is why facilitating manager choices that incorporate your desired equity exclusion or positive inclusion is a cornerstone of our practice. For more information, please see Responsible Investing and Our Planning Process.

At this time, Baird does not allow financial advisors to invest their clients in cryptocurrencies due to the extreme volatile nature of their returns. We as a consulting group however, are staying completely up to date with the developments in the crypto and blockchain markets to help answer any questions you may have.

We understand that with advances in computer technology and the invention of accessible retail trading networks, everyone can trade stocks, purchase bonds, and find free financial advice. But this is only a small thread in the overall blanket that is Wealth Management in addition to being specific to no one, including you. While seeking general planning advice from a robo-advisor or portfolio management from your neighbor may lead to a more cost-effective entry point, the oversight in mass-planning and limits on investing may lead to inflated costs for additional financial services and in many cases, substantial financial hardships in times of market volatility thereby limiting your options and leaving you with nowhere to turn. When it comes to comprehensive financial planning and optimizing returns in all market conditions, there is no substitute for a team of dedicated financial professionals with the knowledge and access to a vast network of services largely at your disposal. Here at DFCG, we are accessible on a person-to-person basis to help financially achieve your goals and increase your options in life while instilling trust, transparency, and fiduciary confidence along the way. Can your app do that?  

Reach out to us and schedule an appointment so we may further introduce ourselves and get to know you. We look forward to hearing from you!

BairdOnline will allow you to access important account documents, view your statement balances, update your personal information, along with the ability to send and receive documents securely. Click HERE and follow the steps to enroll.

The 360 Wealth platform allows held-away assets and liabilities to be reflected on your financial plan, thereby accurately representing your retirement and goal funding outlook. Click HERE and follow the steps to sign up.

To access secure documents sent to you, click HERE and follow the steps.

For instructions on how to read your Baird statements, click the link HERE.

Transferring monies between an outside bank account and your Baird investment account is a simple process that can be done securely in several ways. 

• ACH: Standing for Automated Clearing House, this is the electronic movement of money in which funds can either be drawn or deposited from a selected bank account with client authorization either one-time, or periodically. ACH transfers are convenient, quick, and can be used to transfer money between accounts with the same owner, or a different owner upon a signed Letter of Authorization. To enable this service, either a void check, bank statement, or authorized bank letter with your destination account and routing number is required. ACH instructions take overnight to instate, but once in place, initiating a transfer becomes as simple as reaching out to your Financial Advisor or Client Specialist with the requested amount.     
• Check Deposits: To deposit a check into your Baird account, make it payable to “Baird” with your desired account number in the subject line. Then either drop the check off at any Baird branch location or mail the check directly to your Financial Advisor. Once the check is received, you will be issued a receipt for the deposited amount. 
• Check Issuance: To issue a check from a selected Baird account, you must request the amount to be withdrawn and designated payee to your Financial Advisor or Client Specialist. Checks may be mailed or picked up in-person by the client or their authorized third-party delegate. 
• Wire Transfer: Wire transfers can be initiated to or from your Baird accounts upon client authorization and instruction. Please contact your Financial Advisor or Client Specialist for more information on how to wire funds.  

You can access all of your important account documents directly from BairdOnline. Please click HERE for instructions on how to enroll and create your BairdOnline account today.