Kimelman & Baird

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Kimelman & Baird

Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.5 billion in assets under management. We Listen. We Learn.

Active Investment Managers for Over 55 Years | Individuals, Families, Institutions | Legacy, Wealth, Intergenerational Transfer | Honest Conversations About Money K&B understands that money is just fuel for living the life you want and living richly means something different for each person. We help individual clients and families discover what is most important to them by having an honest convers

ation about life. We then translate those goals into an active investment strategy that helps clients fulfill their aspirations and dreams. Kimelman & Baird have been serving individuals and families for over 50 years, providing investment management, retirement planning, and intergenerational wealth transfer. K&B also manages investment portfolios for foundations and non-profit organizations. When you are ready to work with an investment advisor that takes the time to listen and learn about you, give us a call. You’ll find the honesty refreshing. We Invest. Contact Us
(212) 686-0021
[email protected]
www.kimelmanbaird.com

Securities and advisory services are offered through Kimelman & Baird, LLC, Member FINRA/SIPC and an SEC Registered Investment Adviser. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. K&B does not control and is not responsible for any third-party content on this page or any other third-party sites that may be linked to by this page.

27/04/2026

Something we're looking forward to in May: a conversation with a member of Fidelity’s cybersecurity unit on protecting what you've built in a digital world.
More details and registration coming soon – stay tuned.

17/04/2026

On Tuesday, we're joining Sarah Parkins of Birch Cove for a session we think a lot of
you have been quietly needing.
She'll be speaking in depth about how stress enters the portfolio — how it affects
judgment, timing, and risk tolerance — and what it looks like to make financial decisions
from your values rather than your fears.
This is true for everyone, regardless of sophistication or experience. And it's especially
relevant right now.
We'd love to see you there on April 21st. https://www.library-messages.com/b5c630f3-bd64-44fa-a5d0-99f1ba397a00/events/the-emotions-behind-financial-decisions

09/03/2026

We have something special in the works. To celebrate our 60th anniversary, we're planning an evening with our clients and team this fall in New York City — and we'd love to see you there. Stay tuned for a formal invitation with all the details. We can't wait to celebrate this milestone together.

03/03/2026

Sixty years ago, Kimelman & Baird opened its doors with a simple commitment: to manage client assets with the same care we'd give our own families. Today, that commitment is as strong as ever — and we're proud to still count many of those same families among our clients. Ten bear markets, nine recessions, and six decades later, we remain honored by the trust you place in us every day. Here's to the next chapter.

24/12/2025

Season’s greetings from all of us at K&B! We wish you a joyful and peaceful holiday season. ❄️

17/12/2025

The end of the year can move quickly. Having a clear checklist can make all the difference.

Before December 31, consider reviewing your portfolio, finalizing charitable gifts, and confirming that your estate documents and beneficiaries are current.

Year-end planning is not about checking boxes. It is about entering the new year with purpose and a plan that reflects your priorities.

Read our insights in Year-End Planning: Thoughtful Steps from K&B. https://kimelmanbaird.com/insights/year-end-planning-thoughtful-steps-from-kandb

10/12/2025

Life rarely stands still. Marriage, relocation, and career changes can all reshape your financial picture.

A year-end review helps ensure your strategy continues to reflect where you are today and where you are going next.

As Partner & Co-Chief Investment Officer, Scott Kimelman shares, “When clients complete a year-end review, they begin January with greater clarity and confidence in their decisions.”

Discover how proactive planning today can create confidence for 2026 and beyond.

🔗https://kimelmanbaird.com/insights/year-end-planning-thoughtful-steps-from-kandb

04/12/2025

Family conversations often deepen around the holidays, and financial discussions are part of that connection.
Whether you are supporting a cause you care about or reviewing your estate plan, year-end is an opportunity to bring financial and family goals into alignment.
“Discussing charitable goals or updating estate documents can bring a sense of alignment across generations,” notes Partner & Chief Operating Officer; Head of Client Relations and Portfolio Administration, Yasmeen Mock.
Read how charitable, legacy, and risk planning fit together in Year-End Planning: Thoughtful Steps from K&B.
https://kimelmanbaird.com/insights/year-end-planning-thoughtful-steps-from-kandb

01/12/2025

A strong financial foundation begins with alignment between your goals and your investments.
The end of the year is the right moment to revisit contribution levels, portfolio allocations, and cash flow priorities.
Market conditions in 2025 highlight the importance of a personal approach. Every plan should reflect who you are and where you are heading.
See how we help clients align their portfolios with purpose in our latest article, Year-End Planning: Thoughtful Steps from K&B.
https://kimelmanbaird.com/insights/year-end-planning-thoughtful-steps-from-kandb

24/11/2025

Taxes may get most of the attention at year-end, but they are only one part of the bigger picture. From RMDs and Roth conversions to charitable giving and income planning, this is the time to make smart, coordinated decisions that support your goals.

As Partner & Co-Chief Investment Officer, Sapan Vyas shares, “Tax-aware planning is not about chasing deductions. It is about positioning income, investments, and distributions in a way that supports your lifestyle and long-term plan.”

Explore our full perspective in Year-End Planning: Thoughtful Steps from K&B. https://kimelmanbaird.com/insights/year-end-planning-thoughtful-steps-from-kandb

21/11/2025

As the year winds down, it is natural to pause and take stock. Markets, taxes, and life circumstances all evolve, and a thoughtful review can bring clarity to your financial picture.

At Kimelman & Baird, we view year-end planning as a chance to confirm what matters most and enter the new year with confidence and intention.

Read more in our latest Insight article: Year-End Planning: Thoughtful Steps from K&B.
https://kimelmanbaird.com/insights/year-end-planning-thoughtful-steps-from-kandb

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800 Third Ave #2300

10022

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http://www.kimelmanbaird.com/

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