Every Financial Plan is Wrong
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Our People
Our team is dedicated to providing state of the art financial solutions with a personal touch.
Our Services
We offer a wide range of financial planning and investment management services.
Our Philosophy
We are independent and & fee-only advisors, 100% committed to our clients.
“... planning and investment advice that is both personal and practical.”
Welcome to Shotwell Rutter Baer
Registered Investment Advisor
Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.
