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Our Mission

We help you live your best life – whatever that means to you.

At Kimelman & Baird, we empower our clients to live their best financial lives. For over 50 years, our tight-knit team of experienced, ethical investment professionals has embraced every client with compassion and empathy. 

We know financial decisions are personal – and so is our process. We take the time to get to know you, your values, and your priorities, so we can offer customized solutions that help you achieve your unique financial goals and secure your legacy.

Kimelman & Baird team photoKimelman & Baird celebrates 50 years of business.

Our Mission

As a registered investment advisor and broker-dealer with over $1B in assets under management, we strive to earn the trust of generational families and non-profit institutions. We manage their capital by building customized investment portfolios tailored to individual client needs.