Purpose, Planning
Peace of Mind

Get the most out of life! What is your vision for your ideal future? Creating a plan to accomplish your goals will give you the peace of mind so you can do what is truly important to you TODAY, TOMORROW, and for however long you choose.

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Welcome to Shotwell Rutter Baer Registered Investment Advisor

Join us at the “kitchen table” as we help you cut through the complexity of your financial lives with practical and uncomplicated financial planning and investment advice.  We are devoted to you by a strict fiduciary duty, using our knowledge and experience to provide the best personal advice for your financial future.

Money can’t buy you love or happiness, but a plan can bring you peace of mind and a sense of security. Having a complete picture of the role money has in your life allows you to plan for today and the future. You can use our financial planning process, The Strategic Reliable Blueprint (SRB), to help bring your finances into focus so you can use your money to live the life you want. 

Do you work for a university or college? Shotwell Rutter Baer has a long history working with faculty and staff throughout their careers and retirement. University benefits and retirement programs are unique and perfect for our planning process. Together we can bring order and understanding to your financial lives. 

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