Broker Check
Client Login

The Kauffman Financial Group

Client Centered

Client Centered

Behind every individual, family and business is a unique story - a story filled with dreams, ambitions and celebrations of success. At Baird, we take the time to learn about your story and your financial vision. 

Nathan T. Kauffman, CFP®, RICP®

Nathan T. Kauffman, CFP®, RICP®

Director

Financial Advisor

Learn more
Madison J. Novak

Madison J. Novak

Client Assistant

Learn more

Our Process

Our wealth management process revolves around you – your values, your priorities.  Below is what you can expect when working with us:

Getting To Know You

We have conversations to better understand your complete financial picture. 

Setting Your Goals

We identify goals and objectives, prioritize them and determine the amount of risk you’re comfortable with.

Customize Your Plan

We draw on expertise and resources at Baird and then recommend a custom solution. 

Ongoing Reviews

We continue to measure performance and make adjustments as changes occur in the markets and your life.

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Schedule Consultation