The Liston Group - Baird Private Wealth Management

The Liston Group - Baird Private Wealth Management We believe in a disciplined, long-term approach to building and preserving your wealth. Securities and investment advisory services are offered by Robert W.

We strive to understand each client's individual objectives and tolerance for risk to achieve their financial hopes and dreams. Baird & Co. Incorporated (Baird), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit brokercheck.finra.org for states I am registered in. For additional disclosures, please visit https://www.rwbaird.com/about-baird/disclosures.aspx.

Setting a budget isn't easy for many people. Here are some great tips to help you create a budget that you can live with...
12/03/2020

Setting a budget isn't easy for many people. Here are some great tips to help you create a budget that you can live with.

Practical Steps to Take

11/22/2020

As we wait for the Senate election results in Georgia, you may want to read a great article by Baird’s Michael Antonelli and Ross Mayfield. It offers practical guidance for investors as the 2020 election gets sorted out.

The presidential election is behind us. The pandemic is still with us. The world is uncertain for all of us. With so mu...
11/15/2020

The presidential election is behind us.
The pandemic is still with us.
The world is uncertain for all of us.

With so much uncertainty, have you checked your asset allocation
in your 401K plan and existing investment accounts?

Now might be a good time to have an in-depth conversation with your
financial advisor about your current financial circumstances.

A father lifts us up, coaches us, inspires us, cares for us, and loves us no matter what - even if they tell some cheesy...
06/22/2020

A father lifts us up, coaches us, inspires us, cares for us, and loves us no matter what - even if they tell some cheesy along the way. Happy to all the Dads out there.

We’re pleased to share Baird’s 2019 Annual Report. Visit https://bit.ly/35QC9dI to learn about what was a truly historic...
06/05/2020

We’re pleased to share Baird’s 2019 Annual Report. Visit https://bit.ly/35QC9dI to learn about what was a truly historic year for our firm.

Address

10200 Forest Green Boulevard Ste 500
Louisville, KY

Opening Hours

Monday 9am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+15023261523

Website

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