Broker Check

Baillie & Associates Wealth Management

Baillie & Associates Wealth Management

Director and Financial Advisor



We are committed to providing you with independent, objective, individualized advice and service that helps you pursue your financial and life goals. That begins with truly listening to you and properly assessing your situation, needs, and goals.

That’s how and why we put our clients first. We credit our longevity and success in this business to providing undivided attention to our clients. We take pride in our hard work ethic, spending many hours listening to you and researching your investments. We also have excellent market relationships, contacts, and sources of information. We believe that gives us an edge over our competitors.

We always place the needs of our clients above our own. We do this because referrals are how we grow our business.

So, it is imperative that we provide you with the best service experience possible. We’ve learned from our friends and loved ones that the most valuable skill in our line of work is the ability to listen. That simple skill has been a major factor in our success in forming long-term relationships with our clients and in helping our clients pursue their financial and life goals.


  • Trust

  • 5-Star Service

  • Honesty and Integrity

  • Accountability

  • Respect

  • Independence


Our goal is to make you feel important, special, and give you the serenity that you are properly pursuing your financial and life goals. We want to give you the satisfaction and feeling of knowing that you’ll never have to find another financial consultant—that you’ve found a home where you’re treated like family. We care as much about your personal situation as we do our own.