A first-generation business owner, Matt built his career in financial services working as a stock benefit plan consultant for another large investment firm working with employees at Intel. Matt’s unrelenting focus on honing his knowledge in executive compensation immediately differentiated him from other advisors, and his business rapidly expanded thanks to word of mouth from satisfied clients. He took his skillset here in 2013, where he founded Baehr Wealth Management at Raymond James.
Over the years we have helped friends and clients navigate separation packages, start businesses, reduce tax burden for themselves and their employees, and lower costs associated with the tax-inefficient and high-cost investments we saw being recommended elsewhere.
Baehr Wealth Management at Raymond James is a focused practice. Our expertise allows us to deliver a distinct value to a particular client type; business owners, because that’s who we are, and senior corporate employees, because that’s how it all got started. We prefer to uphold this value rather than dilute our focus by trying to be all things to all people. Please click the our focus tab now to see if we might be an appropriate fit for you.
Past performance is not indicative of future results. As federal and state tax rules are subject to frequent changes, you should consult with a qualified tax advisor prior to making any investment decision. Raymond James does not provide tax services.
