The measure of a client relationship, at its best, is time.
Fourteen of the families that we call clients have worked with Kimelman & Baird across three or more generations; trusting us not just with their portfolio, but with the financial decisions that matter most, across lifetimes, not just market cycles.
Who we serve
Partners for Every Chapter of Your Story
Our individual and family clients span a range of life stages, each with distinct goals and distinct challenges. What they share is a desire for a trusted partner who understands not just their portfolio, but the life behind it.
Our individual and family clients span a range of life stages, each with distinct goals and distinct challenges. What they share is a desire for a trusted partner who understands not just their portfolio, but the life behind it.
Our individual and family clients span a range of life stages, each with distinct goals and distinct challenges. What they share is a desire for a trusted partner who understands not just their portfolio, but the life behind it.
Our individual and family clients span a range of life stages, each with distinct goals and distinct challenges. What they share is a desire for a trusted partner who understands not just their portfolio, but the life behind it.
Our individual and family clients span a range of life stages, each with distinct goals and distinct challenges. What they share is a desire for a trusted partner who understands not just their portfolio, but the life behind it.
Our individual and family clients span a range of life stages, each with distinct goals and distinct challenges. What they share is a desire for a trusted partner who understands not just their portfolio, but the life behind it.
Sixty Years of Fiduciary Wealth Stewardship
As an SEC-registered investment adviser (RIA), we operate under a strict, legal fiduciary duty. This means your family’s best interests always come first—no exceptions, no hidden agendas. We choose to build our firm on transparency, offering clear fee structures and personalized strategies designed solely to protect and grow your wealth.
Connected Expertise
We bring a deep network of trusted professionals to your side. By partnering closely with top-tier specialists, we ensure that your tax, legal, and investment strategies are completely aligned and working together for you:
- Certified Public Accountants (CPAs) to optimize lifetime tax efficiency
- Estate and Legal Counsel to protect and transition your wealth seamlessly
- Specialized Advisors to coordinate unique business, insurance, or
philanthropic needs
Our approach
A Purposeful Process
We bring a deep network of trusted professionals to your side. By partnering closely with top-tier specialists, we ensure that your tax, legal, and investment strategies are completely aligned and working together for you:
We bring a deep network of trusted professionals to your side. By partnering closely with top-tier specialists, we ensure that your tax, legal, and investment strategies are completely aligned and working together for you:
We bring a deep network of trusted professionals to your side. By partnering closely with top-tier specialists, we ensure that your tax, legal, and investment strategies are completely aligned and working together for you:
Life-Centered Planning for Every Milestone
Retirement and Income Planning
Intentional investing built on independent, bottom-up research
Retirement Account Guidance
Intentional investing built on independent, bottom-up research
Portfolio Management and Investment Strategy
Intentional investing built on independent, bottom-up research
Tax-Aware Investing
Intentional investing built on independent, bottom-up research
Charitable Organizations
Intentional investing built on independent, bottom-up research