Baird Wealth Strategy Group

Baird Wealth Strategy Group We help financially successful clients become more efficient with their financial planning needs.

*An experienced professional in the financial services industry, Kevin G. Baird has been a local financial planner and wealth manager for over 30 years. He is the President and founder of BAIRD Wealth Strategy Group as well as a Registered Representative and Branch Manager with United Planners Financial Services. The majority of his practice is devoted to helping pre and post retirees thoroughly u

nderstand their options to better manage their wealth, reduce future taxation and control the risk of their investments. He recognizes that outliving your income is a major concern for most retirees. He strives to help you minimize the risk of your investments and help you stay ahead of the long term costs of inflation. Kevin is a Certified Financial Planner™, Certified Estate Planner, Accredited Investment Fiduciary®

*Kevin Baird is a registered representative offering securities and advisory services through United Planners Financial Services, a limited partnership. MEMBER: FINRA/SIPC.Baird Wealth Strategy Group and United Planners are not affiliated.

09/03/2026

The average college senior graduates with credit card debt. How will your kids manage money?

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
09/01/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

08/27/2026

Three important questions to consider before you start taking.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
08/25/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
08/20/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

Tax time can be a good time to give your household budget a checkup.
08/18/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
08/13/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/11/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/06/2026

Can group and private disability policies work together?

Address

222 E Carrillo Street Ste 304
Santa Barbara, CA
93101

Opening Hours

Monday 8am - 3pm
Tuesday 8am - 3pm
Wednesday 8am - 3pm
Thursday 8am - 3pm
Friday 8am - 3pm

Telephone

+18058983684

Website

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