At Kimelman & Baird, we build enduring partnerships with families and charitable organizations, delivering life-centered wealth management and collaborative guidance to bring lasting clarity to your financial journey.
For over 60 years, Kimelman & Baird has been an independent, boutique firm built around our clients’ lives. Bringing a rich history of diversity, collaboration, and philanthropy, our collective experience offers the deep trust and partnership your legacy deserves.
Life-Centered Planning for Every Milestone
We partner with you across generations, looking beyond market returns to build a clear, collaborative path toward your family’s financial peace of mind.
Fiduciary Stewardship with Shared Purpose
We combine decades of institutional experience with mission-aligned investing to protect your capital and empower your organization’s lasting community impact.
Purpose-Built Strategies for What Matters Most
True wealth management looks far beyond market returns. Starting with what matters most to you, our collaborative, holistic approach delivers tailored strategies designed to protect your lifestyle, fund your ambitions, and build your legacy.
1.5B
Currently representing $1.5B in assets under management
*as of *as of [date]Guided by Collective Experience
Our close-knit team works together on every relationship, blending our diverse perspectives and decades of shared experience to support your financial life. This unique internal stability and long tenure ensures our clients always receive seamless, consistent guidance.
Featured Perspectives
Fresh insights and honest perspectives on the markets, economy, and the future of wealth, straight from our team.