Private Client Solutions
Guidance from a trustworthy team of advisors can offer you the support and confidence to take the next step.
Opportunities and challenges, successes and failures—life changes quickly. You have your hands full focusing on what is right in front of you, and thinking about the financial decisions you need to make for your future can be overwhelming.
Eide Bailly Wealth advisors have years of experience providing individuals and families clear, legacy-minded strategies to sail through life’s inflection points—from selling a business to retirement and succession planning. Our professionals take an empathetic, data-driven, relationship-focused approach to help you plan and prepare for each season of life.
What We Offer
Wealth Planning
Insurance Services
Investment Services
Who We Serve
Business Owners
Individuals
Families
Let us help you reach your goals
Access Your Information
Learn more about your current investments and dive into your strategy.
Create the plan you need to grow your wealth – whether for your business, your family, or yourself.
Our comprehensive, relationship-focused approach is tailored to meet your needs and help you reach your goals. We have over 20 years of experience helping business owners and pre-retirees navigate transitions.
Private Client Solutions Leadership
Brad M. Kelley
Principal / Wealth Leader