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Led by Bryan Vaughn, CFP®, CPA, our team provides personalized wealth management and financial planning services in Fort Worth, Texas, helping individuals, families, and business owners make informed decisions about their financial life.

Bryan brings more than two decades of industry experience, including nearly 20 years as a Private Wealth Advisor prior to joining Baird in 2026. He is known for a thoughtful, client-first approach built on integrity, long-term relationships, and disciplined financial planning. 

CFP® Professional

Working with a Certified Financial Planner (CFP) professional ensures you receive expert, ethical financial advice, as they are required to act in your best interest as a fiduciary. They offer comprehensive planning, including retirement, tax, and estate planning, while adhering to high education and ethical standards set by the CFP Board.

CPA Professional

A CPA is more than just a tax preparer; they are a highly trained professional who has passed rigorous exams and met strict state licensing requirements. Whether you are a small business owner looking to grow or an individual needing help with complex tax situations, a CPA brings a level of expertise and credibility that helps protect your interests. 

Meet Our Team

Meet Our Advanced Planners

  When you work with our team, you gain access not only to our local expertise, but also to the broader resources of Baird’s Private Wealth Management platform—including specialists in investment strategy, financial planning, and trust services.

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