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Team

At Baillie & Associates Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Andrew Baillie

757-399-2200

757-399-2300

[email protected]

Andrew Baillie has worked in the financial industry for over 6 years. Before co-founding Baillie Financial Services, he was a Financial Advisor with First Command. He is a native from South Africa and graduated from Wartburg High...
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Jan West Baillie

757-399-2200

757-399-2300

Jan Baillie has worked in the financial industry for over 5 years. Before co-founding Baillie Financial Services, her previous positions include been a Registered Nurse for 22 years. Jan is from Maryland She attended Rockville high...
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Andrew Baillie

757-399-2200

757-399-2300

[email protected]

Andrew Baillie has worked in the financial industry for over 6 years. Before co-founding Baillie Financial Services, he was a Financial Advisor with First Command. He is a native from South Africa and graduated from Wartburg High...
Read more

Jan West Baillie

757-399-2200

757-399-2300

Jan Baillie has worked in the financial industry for over 5 years. Before co-founding Baillie Financial Services, her previous positions include been a Registered Nurse for 22 years. Jan is from Maryland She attended Rockville high...
Read more