Wealth should be a blessing, not a burden.
The Miranda Group’s entire focus is to help families gain confidence. Confidence in how they save. Confidence in how they spend. Confidence that they can reach their goals. Confidence in how they manage the unexpected. Confidence in working with the right group of people.
And all of this starts with a plan.
The Miranda Group was formed by two Certified Financial Planning™ Professionals who strive to serve a select group of families create a simple, yet comprehensive financial plan that will span generations to come. As planners, we continue to explore and discover new ways to help our clients in this ever-changing world. Our common bond is that we enjoy who we work with and who we work for.
Each relationship we have is different, but our process always begins with the same first step:
We listen to what you want. We listen to what you are worried about. We try to discover what issues you may haven’t thought of.
Then we get to work.
We are a team because we believe two heads are better than one. And Certified Financial Planning™ Professionals are what our clients deserve, which requires us to adhere to the highest standards in our industry. We work together to view our clients situation from two different perspectives to offer unique solutions they can be confident in.
From day one, we’re an advocate for you and your legacy. We believe in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.
In 1919, 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 financial 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.
Our education and industry experience have perfectly prepared us to guide you.