Our team has been recognized as one of the Top Wealth Management Teams in Wisconsin for 2026, ranking #7 statewide. This marks the fourth consecutive year we’ve earned a spot on this prestigious list — a testament to our commitment to delivering exceptional service and results for our clients. Thank you to our incredible clients and team for making this achievement possible!
2026 Forbes | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25.
We're excited to share that we have again been recognized as a Forbes/Shook Research Best In State Wealth Management Team for 2025! This achievement wouldn't be possible without the trust and support of our incredible clients. Thank you for being a part of our success!
2025 Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/25, data as of 3/31/24.
Our team is incredibly honored to once again be named as a Forbes/Shook Research Best In State Wealth Management Team for 2024! This recognition is only possible because of the trust our clients have placed in us, and for that we are continually grateful.
2024 Forbes/SHOOK Research Best-In-State Wealth Management Teams published 1/9/24, data as of 3/31/23.
We are so proud to annouce that Financial Advisor Anthony Herbenson was recently recognized by Shook Research and named on the 2023 FORBES Top Next-Gen Wealth Advisor Best In State list! His dedication to excellence and ability to consistently deliver outstanding results have earned him a well-deserved place on this list. Congratulations, Anthony!
We've Moved!
We outgrew our previous location, and in early March, moved into our new office suite! You can now find us on the lower level of the complex located at:
4890 Owen Ayres Court
Suite 102
Eau Claire, WI 54701
We look forward to giving you a tour the next time you're in for a visit!
Best in State Wealth Advisors
We are pleased to announce that Ron Farley and Tim Forster have again been named to the FORBES Best In State Wealth Advisor list for 2019. Their commitment to Baird's client-first philosophy, teamwork and service earned them this best-in-class recognition.
Forbes/SHOOK Research Best in State Wealth Advisors list, published on February 20, 2019. Rankings based on data as of June 30, 2018.
Eau Claire Wins Small Branch of the Year for Fourth Year in a Row!
Here's what Erik Dahlberg, Executive Director of PWM, had to say about our branch:
"In addition to the fact that the office is full of great networkers and associates who are active in their communities, there is a healthy competitive spirit in that office. They're a group who seems to always rise to challenges."
Ron Farley & Tim Forster Recently Recognized by FORBES as Best In State Wealth Advisors
It is our pleasure to announce that Ron Farley and Tim Forster have been named to the FORBES Best In State Wealth Advisor list for 2018. Their commitment to Baird's client-first philosophy, teamwork and service earned them this best-in-class recognition. Please join us in congratulating them and the entire team on this tremendous achievement!
Forbes/SHOOK Research Best in State Wealth Advisors list, published on February 15, 2018. Rankings based on data as of June 30, 2017.
Baird Recognized in People's "50 Companies That Care" List
Going hand in hand with Baird's recent appointment to Fortune's 100 Best Companies to Work For, People also recognized Baird's commitment to its business ethics and home-life balance.
Three-peat! Eau Claire Wins Small Branch of the Year for Three Years in a Row
Here's what Divisional Director Jarrett Kovics had to say about Eau Claire:
"They've done a great job at becoming visible supporters of some very positive community projects and organizations. But beyond their community involvement, they have also built a reputation as a business with excellent customer service. At Baird, one of our signature focuses is serving clients' needs, and they're one of the best in this area. It's one of the primary reasons for their continued success."
We've Moved Into Our New Building
On January 23, 2017, the Eau Claire Baird team officially moved into our brand new building just next door to our previous location. We've worked through the inevitable hiccups that come with a move and are getting settled into our new space. We are very excited about this expansion and our ability to serve you better! Stay tuned for our Open House announcement!
Groundbreaking for Our New Office
We recently celebrated our branch's groundbreaking for our new office with the Eau Claire Chamber of Commerce and various members of Market & Johnson, Larson Companies, Commonweal and Ayres Associates. We're excited to be expanding to better serve our clients! Construction has begun on the new building right next door to our current location and should be completed by the end of the year.
Eau Claire Wins Small Branch of the Year for Second Year in a Row
Here’s what Baird’s Private Wealth Management Professional Development Director had to say about our branch:
“Eau Claire has leveraged a unique strategy that is paying dividends for them and helped them earn this 2015 Branch of the Year Award – the second year in a row they’ve been awarded this honor."
“They’ve adopted a strategy of reducing the number of relationships they work with for years now, and it’s paying off,” explained Steve Stroker, Director, PWM Professional Development. “It gives them the flexibility to provide that comprehensive wealth management approach that our clients desire.”
“Ron has been able to attract and retain high-level Financial Advisors who all understand the wealth management approach. They’ve adopted coaching. They understand what works, what our clients are looking for, and they’re employing it extremely effectively.”
Much of the success Ron and the branch have had can be attributed to the culture Ron has cultivated, along with how well he relates to his fellow associates.
“Ron has excelled in creating an environment in the office for the staff and team that fosters success; it’s a team-oriented environment,” Steve said. “Being empathetic, sensitive, listening and having a stellar reputation within the community – these are reasons why Ron has done such a fantastic job in Eau Claire.”
Tim Forster Named as #9 in On Wall Street Top 25 Regional Advisors Under 40
In early 2016, Forster was recognized on this prestigious list of top financial advisors, which is comprised of firms from across the country and compiled by the financial magazine, On Wall Street. Forster says he focuses on customization and in-depth planning with clients, tools that other advisors may not use. He prides himself on delivering superior service tailored to each client’s goals and circumstances.
To read more about Forster’s recognition, visit On Wall Street’s website!
