The Lipe Group provides individuals, families and business owners with wealth management advice and service that are tailored to their needs. With decades of collective advisory experience and the backing of Baird’s powerful planning resources and support, we’re able to customize the guidance we offer to your specific circumstances. And because we choose to maintain a small client base, we’re able to provide you with unmatched attention and service.

Our team is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to maintain quality client partnerships and our own team’s high standards.