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5998 Boonsboro Road, Lynchburg, VA 24503

434-386-5000
bchildress@rwbaird.com
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Our Services


We create personalized financial plans that help you move forward with clarity and confidence. Whether you're preparing for retirement, investing in your child's future, or navigating the complexities of generational wealth, our process is built around your unique goals.

By understanding what matters most to you, we craft strategies that grow and adapt alongside your life.

Investment Management

Our strategies are tailored to your risk tolerance, goals, and values. We focus on long-term growth and preservation, with a deep understanding of asset-based wealth.

Social Security & Medicare Assistance

We guide individuals through key retirement decisions, ensuring confidence and clarity for a secure financial future.

Estate & Legacy Planning

Preserve what matters most. We help families plan for smooth transitions, ensuring your legacy reflects your values and supports future generations.

Education Planning

With more students graduating from college with thousands of dollars in student loan debt, funding an education can be one of the most impactful investments you can make. 

Additional Educational Resources

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All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

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Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

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