Baer Wealth Management is an independent registered investment advisory firm. Our firm offers full financial, business, and estate planning services to individuals, professionals, and businesses. Our goal is to protect our clients' current assets and lifestyle, to help them enhance their current financial situation, and to guide them in planning for and achieving their future goals and objectives. Our money management services are meant to take the financial worries off of the shoulders of our clients.
We act exclusively in partnership with high net worth and corporate clients. We search to find solutions that are closely aligned with client needs and objectives, and we enjoy a deep, personal relationship with our clients. This often takes regular, ongoing interactions. The buck stops with us, so to speak and we have a strong sense of personal accountability to our clients.
We maximize value for our clients by taking a unique and personalized approach for each individual. We have relationships with numerous insurance and investment companies, which enables us to evaluate and seek out what we believe to be the best solution(s) to a financial situation for our clients. We feel that our numerous relationships allow us to be more objective in arriving at our recommendations.
The most important component of our firm is the people that we work with. The greatest satisfaction that we at Baer Wealth Management receive is from helping a client reach financial independence.
Our shared incentives: we charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets - when you succeed, we succeed.
William E. "Bill" Baer, ChFC, CEP
Sr. Wealth Manager
Bill founded Baer Wealth Management and has spent over 35 years in the financial planning business. Bill believes that communication and interaction with his clients on a regular basis are the keys to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. He has extensive experience working with both traditional and alternative investment managers. Bill has been a contributor to Investment Advisor Magazine and has been a featured guest on Atlanta Business Today. He also co-hosted the Baer Facts on 1160 am with his son Kenny Baer, CFP®. Bill has served on the Board of the National Association of Financial Professionals. His commitment to lifetime growth and continuing education has him recognized as one of the area's leading money managers and educators.
Client Focus: Providing the big picture perspective – matching investment and financial planning strategies to a client's goals and spearheading the Baer Wealth Management commitment to problem-solving.
Life Focus: Golfing, working in the community, spending time with family, and traveling. An avid Atlanta Falcons, Atlanta Braves, and all things Atlanta sports fan. Bill is also a passionate supporter of the University of Tennessee.
Kenneth J. Baer, CFP®
Sr. Wealth Manager, Managing Partner
Kenny has 10+ years in the wealth management/financial planning fields. Kenny has been published in Investment Advisor Magazine, Nerd Wallet, Ignite/Fund Fire, and Chattahoochee Plantation Living. Kenny has previously hosted the weekly financial talk show The Baer Facts on Atlanta's Newstalk 1160 am, had a regularly scheduled segment on The Voice of the Arts 1690 am and has been a featured guest on Atlanta Business Today.
Client Focus: Providing the big picture perspective – matching investment and financial planning strategies to a client's goals and spearheading the Baer Wealth Management commitment to problem-solving. Kenny also oversees the development and implementation of clients' financial blueprints.
Life Focus: Relishing his family, golfing with his father and brother, playing tennis and enjoying life to the fullest. Kenny loves the University of Georgia Football and can recite the score of most every game attended.
Mark W. Beal, CFP®
Personal Wealth Advisor
After several years in commercial banking as an underwriter and analyst, Mark decided to pursue a career that would allow him to combine his passions for financial planning and helping others. Mark graduated from Clemson University in 2011 with a major in Accounting and a minor in Finance. He has been featured in the Atlanta Business Chronicle as a rising star in finance.
Client Focus: Acting as a fiduciary, you can feel confident knowing that every decision Mark makes is based on what's in our clients' best interest. Matching investment and financial planning strategies to a client’s goals. Helping professionals, families and business owners realize financial independence.
Life Focus: Mark enjoys living in Historic Roswell with his wife, Lindsay, and dog, Banks. He is an avid Clemson Football fan and enjoys traveling in his time off.
Client Services Manager
Sandra (Sandy) serves as the client services representative and office manager. She works directly with clients and the Baer Wealth Management team to provide exemplary service to our clients.
Sandy has over 10 years of service with Baer Wealth Management. She has over 15 years of experience working in the financial industry. Previously, Sandy dedicated 20 years of service to our country and retired as an Air Force Sergeant. During this time, she worked as an Information Manager and was trained in leadership, management, and administrative skills.
Client Focus: Providing exemplary customer service to all of our clients.
Life Focus: Sandy loves movies, dancing, reading, traveling and especially watching tennis.