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Who We Are

“A great wealth manager is one who understands
how their clients think about money.”

Detailed Financial Planning & Consistent Wealth Solutions

Detailed Financial Planning & Consistent Wealth Solutions

The Longtine Ivey Wilkerson Group is a team of proactive, detailed-oriented planners who leverage Baird’s steadfast wealth and investment philosophies to see how we can add value to every client’s situation. We provide consistent solutions while serving as a reliable source of advice that will support you through all phases of life.

A group made up of three passionate financial advisors, a hard-working client specialist and client assistant, we are a close-knit team with a collective drive to help clients reach their goals. While we are all closely aligned on our personal and professional values, we also contribute unique backgrounds and skillsets that allow us to work collaboratively to achieve the best possible outcomes for you. 

“What value can we add to your situation?”

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

“Planning is not a single event – it is a process
to help ensure clients’ evolving needs and goals are met.”

Let's Plan

While developing investment strategies that generate positive returns is at the top of many clients’ minds, starting with a financial plan is essential. The details you share with us help us create your financial plan and manage your investment portfolios, because wealth plans are the foundation for future investment decisions.

Consider a fresh perspective on your current plan? We’d be glad to offer a second opinion.

Why Choose a CFP® Professional?

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The Value of Financial Planning

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When You Should Make a Plan

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Ten Questions to Ask Your CFP®

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