What Makes Us Different

Since 1984, Bagby Wealth Management has been assisting clients throughout the United States in pursuing their dreams and working to reach their goals. Our clients appreciate the decades of professional experience and expertise we bring to the table. Just as our clients mean more to us than a number, the service and standard we set as a firm means more to our clients than the year our firm was established.

At Bagby Wealth Management, we do so much more than simply manage your investments. We are committed to providing guidance in all areas that contribute to your overall financial wellbeing and success.

As a wealth management firm, we:

  • Focus on Your Best Interests: Independently owned and operated, Bagby Wealth Management is a Registered Investment Advisory (RIA) firm that is free to focus on the best interests of our clients. We are fee-based and do not earn commissions. We don’t answer to outside entities. Helping our
    clients succeed is our top priority, which is why objectivity and transparency are at the forefront of everything we do.
  • Care About What Matters Most to You: Your goals, your dreams, your plan. The strategies we create are designed to focus on what you care about most. We work collaboratively to define and prioritize your long-term financial objectives, and develop a strategy that is aimed at helping you reach them.
  • Offer Personalized Service: Rehearsed advice and recycled plans are not effective, and have no place at Bagby Wealth Management. The strategies we create are tailored to you, and to you alone. We are dedicated to helping you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations.
  • Utilize a Team-Based Approach: Our team uses a step-by- step process to identify your financial goals and objectives. We then help you with the implementation of these goals and objectives. Later we monitor your progress and make adjustments as necessary. Experienced financial professionals and service-oriented staff are there for you every step of the way. Working together to support you on your unique journey to achieving your personal and professional financial goals.