What we believe:
Managing wealth is more than just managing investments.
People should be treated with dignity and respect, regardless of their financial situation.
The clients’ best interest always comes first.
Everyone should live out their dreams. Money is a tool to help accomplish this, but it should not consume us.
Investor behavior has a tremendous impact investment success.
Baer Wealth Management is an independent Registered Investment Advisory firm. We offer full financial, business, and estate planning services to individuals, professionals, and institutions. Our goal is to protect our clients' 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 services are meant to take the financial worries off of the shoulders of our clients.
We act exclusively in partnership with high net worth individuals 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. 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. Our independence affords us the ability to evaluate and seek out what we believe to be the best solutions to one's complex financial situation. Thus, we are 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 helping a client reach financial independence, however that looks for each of them. .
We charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises.
Kenneth J. Baer, CFP®
Sr. Wealth Manager, Managing Partner
Kenny has nearly 15 years in the wealth management/financial planning fields, having joined Baer Wealth Management shortly after graduating from college. Kenny's work has been published in Investment Advisor Magazine, Nerd Wallet, Ignite/Fund Fire, and Chattahoochee Plantation Living. He 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. In 2017, he published the e-book "One Shot" which can be read here.
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. Kenny is passionate about serving others which is evident through his commitment to Children’s Restoration Network as a board member and the Georgia Innocence Project.
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. His inspiration comes from his parents. From an early age, his mom exemplified dedication to clients, spending her entire career in banking, including lending to businesses of all shapes, sizes and industries. Watching his dad own and operate a successful business in South Carolina, Mark gained a deep appreciation for the challenges business owners face. The combined result of these first hand, real life experiences is Mark’s commitment to working with business owners to successfully navigate all phases of business ownership - start-up, long-term operation, or exiting their business.
Mark graduated from Clemson University in 2011 with a major in Accounting and a minor in Finance. In 2015, he completed the Executive Program for CFP® Certification at the University of Georgia's Terry College of Business.
Life Focus: Mark lives in Historic Roswell with his wife, Lindsay, son Bennett, and dog, Banks. He is an avid Clemson Football fan and enjoys golf, traveling, paddling the Chattahoochee River and running/hiking with his dog. He is a board member with Roswell NEXT and a Big Brother with Big Brothers Big Sisters of Metro Atlanta.
William E. "Bill" Baer, ChFC, CEP
Bill founded Baer Wealth Management and spent over 35 years in the financial planning business. Throughout his career, Bill amassed extensive knowledge in financial planning, estate planning, and insurance planning. He also served on the Board of the National Association of Financial Professionals. He maintains interaction and lifelong friendships with many of our clients.
Life Focus: Golfing, working in the community, spending time with family, and traveling. Bill is a passionate supporter of the Atlanta Falcons, Atlanta Braves, and the University of Tennessee.