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A Powerful Combination

When thinking about the future for our clients and the legacy of our family and employee-owned business and name, we cannot imagine a better partner than Baird.

- Kim Tillotson Fleming

Hefren-Tillotson is now a Baird Company. And while the name on our doors will soon be Baird, the people behind them will be the same advisors you know and trust with the same deep commitment to keeping your needs first and the same passion for giving back in the communities we call home. We know this because Baird has demonstrated that they share our cultural values and have the utmost respect for the relationships we’ve built across Greater Pittsburgh.

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Our Process

HER View From Here

Kim Fleming talks about growing up with her family’s wealth management firm in the background, being a female CEO in a male-dominated industry and more.

Pioneers in Planning

Pioneers in Planning

Following the recent closing of Baird's merger with Pittsburgh-based Hefren-Tillotson, I sat down with Hefren's CEO, Kim Fleming, to talk about her firm's unique history and commitment to planning as a core tenant of wealth management. I have known Kim for more than a decade through speaking engagements and through our mutual service on industry associations, and have always found her to be a passionate advocate for a planning-centric approach to meeting the needs of clients, and a deeply principled steward of the business her family founded and operated for the past 75 years.

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