Broker Check

Our Values

What we value most.

When you're thinking about working with someone, it’s important to know what they care about most. Here’s what made it to our short list.

Calm

The environment we create

Life’s exciting and chaotic enough. We approach our work with a steady hand. No drama queens here.

Humor

The attitude we take

While we take our work seriously, we don't take ourselves too seriously. Life’s too short.

Generosity

The priorities we make

Great planning doesn’t come at the cost of giving — it’s what allows you to give generously. If that’s a priority for you, it’s a priority for us, too.

Abundance

The experience of true wealth  

Living a wealthy life isn't just about numbers on a statement, but how your life feels: Abundant, meaningful, and rich with opportunity.

Connection

A goal in and of itself

The long arc of our lives is supported by critical relationships- with our families, friends, and clients. Transactional is not what we're about. Our favorite time horizon? Forever. We want to serve your family for generations to come.

Brilliance

Where you shine

We love nothing more than to see you thriving, and our job is to support what lights you up.

Enthusiasm 

How we approach our work

We're passionate about our work— but enthusiasm isn't a line of work;

it’s an attitude—one we bring to the table, every day.

Authenticity

What we value

We're not flashy and don't pretend to be. And we value transparency above all else. So you can bet that what you see with us is precisely what you get.

Let's talk about what's next for you.

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Location

7650 Edinborough Way
Suite 300
Edina, MN 55435

Hours

Mon-Fri: 8:30 AM - 4:00 PM

Contact

Office: 952-838-8065
Toll-Free: 800-955-9093
Fax: 952-857-5538
ckoenig@rwbaird.com