A Trusted, Experienced and Consultative Partner
As part of Baird Private Wealth Management, The Atkins Group provides comprehensive wealth management services to high net worth individuals and their families. Our depth of planning capabilities and portfolio management experience, combined with our commitment to personalized service, has helped us to build lasting relationships with our clients and serve as a trusted, long-term financial partner.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin

Our Value Proposition
- Independent and objective advice.
- Process, not product, focused.
- Tailored planning unique to each client.
- Work closely with our clients’ other advisors (Accountants, Estate Attorneys, Insurance Professionals).
- Multi-generational team for lasting client relationships.
- Transparent and competitive fee structure.

Your goals are our goals.
Baird is honored to have ranked No. 1 overall for research quality and importance among small/mid-cap research advisory firms in - https://www.rwbaird.com/corporations-and-institutions/institutional-equities-research/awards-recognition/1 , a leading investment industry consultant.

We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.