baird logo
Check the background of this investment professional

Specialists in
Oil, Gas & Chemical
Retirement

Our broad choice of investments
can help you reach your retirement goals —
whether you're starting out or retiring.

Discover your retirement

Financial advisors with
combined 200 years of
retirement experience

Baird Retirement Management is a group of advisors singularly focused on lifetime income management

Helping you transition
from the workforce
to retirement

Our highly credentialed advisors use state of the art analytic tools and company-specific knowledge to address your individual retirement case

Specializing in Energy
Industry employees

Our teams and advisors service many of Houston’s largest Oil, Gas & Chemical companies

Retirement Insights

Take charge of your financial future. Our retirement insights offer analysis of key retirement themes and challenges to you to help our clients make more informed retirement decisions.

Retire1

What the DOL Fiduciary Standard Means to Investors | Baird Retirement Management

A current topic that is floating around the retirement planning industry is the new DOL rule. The goal of the rule is to protect....

Read More
Light 8

Who will change my light bulb

MIT AgeLab has identified three simple questions......

Read More
Retire 6

Capital Gain Exclusion from Sale of Residence | Baird Retirement Management

Given recent stock market turbulence and uncertainty, you may have doubts about your long-term investment strategy. Here are some ...

Read More

Advisors Specializing in Oil & Gas Employee Retirement

We’ll help you plan ahead and achieve your retirement goals

Ashcroft Pesek Group

The Ashcroft Pesek Group is a team of financial professionals focused on producing successful retirement outcomes for...

Servicing
  • Exxon Mobil Upstream
Learn More

Evans Allain Crumley Group

Financial advisors attempt to differentiate themselves from the competition in many ways. Some strive to outperform a given...

Servicing
  • ConocoPhillips
Learn More

Montesino Atkinson Daley Group

We work with people employed at and retiring from Marathon, BP, and Shell. We have developed an understanding...

Servicing
  • Marathon
  • BP
  • Shell
Learn More

Pfeil Leatherwood Group

We work with people employed at and retiring from Chevron and Schlumberger. We have developed an understanding of the companys' plans...

Servicing
  • Chevron
Learn More

William W. Barrow

William Barrow utilizes decades of experience to focus on serving Exxon Mobil downstream retirees. Successful transition...

Servicing
  • Exxon Mobil Downstream
Learn More

Foose Swisher Group

For over 30 years, The Gary Foose Group has built ongoing relationships with pre-retirees and.....

Servicing
  • BASF
  • Dow Chemical
  • DuPont
  • Olin Chemical
Learn More
Ashcroft Pesek Group
down up

Ashcroft Pesek Group

The Ashcroft Pesek Group is a team of financial professionals focused on producing successful retirement outcomes for...

Learn More Check the background of this investment professional
Evans Allain Crumley Group
down up

Evans Allain Crumley Group

Financial advisors attempt to differentiate themselves from the competition in many ways. Some strive to outperform a given...

Learn More Check the background of this investment professional
Montesino Atkinson Daley Group
down up

Montesino Atkinson Daley Group

We work with people employed at and retiring from Marathon, BP, and Shell. We have developed an understanding...

Learn More Check the background of this investment professional
Pfeil Leatherwood Group
down up

Pfeil Leatherwood Group

We work with people employed at and retiring from Chevron and Schlumberger. We have developed an understanding of the companys' plans...

Learn More Check the background of this investment professional
William W. Barrow
down up

William W. Barrow

William Barrow utilizes decades of experience to focus on serving Exxon Mobil downstream retirees. Successful transition...

Learn More Check the background of this investment professional
Foose Swisher Group
down up

Foose Swisher Group

For over 30 years, The Gary Foose Group has built ongoing relationships with pre-retirees and.....

Learn More Check the background of this investment professional