Baird - Financial Advisor: Kim Schultz, CPA, CFP , CDFA

Services Offered

• Financial Advising
• Financial Planning
• Wealth Management
• Investment Management
• Estate Planning
• Business Planning
• Retirement Services

About

Kim Schultz is a financial advisor based in Evansville, Indiana, affiliated with Baird, a Private Wealth Management Firm. Baird offers a wide range of services including financial advising, financial planning, wealth management, investment management, estate planning, and retirement services. The firm serves individuals, families, corporations, foundations, endowments, and trusts, providing tailored financial solutions to meet diverse needs. With over 100 years of experience and a strong employee ownership model, Baird is committed to delivering comprehensive financial services.

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