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Kenny Baer of Baer Wealth is a member of XPX Atlanta

Kenny J Baer

Managing Partner

Baer Wealth

Marietta, Georgia

Professional Profile

Call Me When

Call Me When... Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.

Contact Method

Profession

  • Wealth Manager

    • Professional Certifications

    CFP®

    Functional Expertise

  • Charitable giving
  • Family business
  • Fiduciary
  • Investments
  • Retirement
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Manufacturing
  • Real Estate/Construction
  • Travel/Recreation/Leisure

    • Client Results

    Membership

    Atlanta Sponsor

    Member Since

    Member for 2 years

    Sponsorship Type

    Gold

    Chapter Leadership Role

    Why I'm a Member of XPX

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