Caird Family Wealth Management

About Caird Family Wealth Management

At our firm, we are dedicated to providing exceptional financial planning and wealth management services. As a Fee only Firm that choose to always be Fiduciaries, our advisors are committed to delivering tailored solutions that empower individuals and businesses to achieve their financial goals with confidence. Our goal is to help you build a legacy that will have strong enough roots to endure for generations to come. Through Caird Family Wealth Management, I aspire to be a financial planner that empowers my clients to achieve their financial dreams and build a legacy that will have strong enough roots to endure for generations to come. By helping my clients establish financial plans and managing their investments, I am able to turn my passion for helping others and my knowledge of finance and investments into tools to help them achieve their financial goals. Since the age of 13, I knew I wanted to be a financial advisor. My dad is a dentist, and he found out soon after getting out of dental school that learning to run a business was just as hard as his formal education. Because of this, he taught me at a very young age the basics of financial planning, and I have not stopped pursuing how to master that topic. This led me to obtain the Certified Financial Planner (CFP®) and the Certified Private Wealth Advisor (CPWA®) designations. I grew up in Greenfield and currently live in New Palestine with my wife, Gina, who is a 3rd grade teacher at Brandywine Elementary, and our three kids, Emersyn, Addison, and Boston. I am involved in the community through my current roles within Rotary, Hancock Health Foundation, and New Palestine Education Foundation, as well as past roles at various other organizations.

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