Verified recordInvestment Management

Jonathan Baird

Book Author at Mustard Seed Wealth Management

Based in Magnolia, United States

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Seniority

Staff

Department

Writing/Editing

Location

Magnolia

Industry

Investment Management

Company size

10

Contact information

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Email

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j•••••••@msfwm.com

Phone

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Background

About Jonathan Baird

I help successful business owners, professionals and families make smart decisions with their money so they can spend their time doing what they love. Mustard Seed specializes in investments ensuring that your money is properly invested in a broadly diversified portfolio. We pay close attention to the tax ramifications of your investments and make sure your strategy is as tax efficient as possible. We make sure you have proper amounts of insurance in place to protect your wealth from liabilities that can put your financial well being at risk. We ensure you have a plan to transfer your assets to your heirs on your terms. For our clients who are charitably minded we make sure their gifts are as impactful as possible. We can be your personal CFO. Partner and Wealth Manager at Mustard Seed Wealth Management.Chief Financial Officer at Peoples Bank since 2007. Investment Management. Managerial responsibility and oversight. Bear the CFP Professional designation which is the gold standard in personal financial planning credentials. Named the 2013 CFO of the year for small banks by Arkansas Business, Outstanding Young Alumni for SAU in 2016 and 40 Under 40 by Arkansas Business in 2016. Married to Emily with five children, Addie, Piper, Haddon, Josiah and Judah. If I can help you in any way please give me a call at 870-562-2804 or email me at jon@msfwm.com

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