Broker Check


The DAY Group was recently named a FORBES | SHOOK Research Best-In-State Wealth Management Team for 2025 [Top 70 in PA] by one of our industry's most respected national ranking organizations. In a state with over 30,000 registered Investment Advisors*, we are honored to be recognized on this list!

Published 01-09-2005; Ranking Data as of 03-31-24. *PA Investment Advisor data as of 01-10-25, as per BrokerCheck (brokercheck.finra.org)

Our Insights

Our Insights

The latest market and planning insights from Baird's financial specialists

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Our History

Our History

Our name is now Baird but our commitment to you remains unchanged.

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About Baird

About Baird

World-class resources, expertise and passion for wealth management

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Who We Are

Who We Are

Our business is built on a foundation of thoughtful client relationships.  Our team of professionals have years of experience in financial services.  We can help you address your needs of today and plan for many years to come.  We look forward to working with you.

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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