Troy M. Yaldoo, CFP®

My clients come first. Period.

I am a Financial Advisor and Vice President - Investments with Baird Private Wealth Management, in the Birmingham, MI office. I hold a CERTIFIED FINANCIAL PLANNER™ certification with more than 25 years’ experience in the industry. I help my clients develop investment strategies that address their risk tolerance and portfolio objectives.

Working with me, you have someone who takes the time to listen and understand your needs, helps you clarify your goals, and takes seriously the preservation of your money and investments.

You can expect the service and attention of a dedicated, experienced Financial Advisor and the support and resources of a world-class financial institution which has a reputation for strength, integrity, and client satisfaction since 1919.

Contact me for help developing strategies to meet your financial goals or to get a second opinion.

In-depth analysis of your investments, intelligent financial strategies, and regular feedback on your portfolio.

Personalized Advice - Exceptional Service

Baird is a global financial services firm that draws on its 100+ year history and its breadth of resources that allow us to provide first class advice, services and solutions with the highest level of integrity. We have resources, talent and intelligence throughout the country and around the world, which positions us to best give our clients advice. We have a strong balance sheet and are privately held, employee-owned, and independent; removing the shareholder conflict of interest and keeping us nimble in our decision-making abilities to navigate through any market condition. It also serves as a unifying motivator that incentivizes all associates to work together, to better each other through collaborative intelligence for the ultimate benefit of our clients, generating great outcomes done well. Baird has been named one of the FORTUNE© 100 Best Companies to Work For® since 2004 -- 23 years in a row.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

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