The Finley Hird Group at Morgan Stanley

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The Finley Hird Group

OUR MISSION STATEMENT

We believe wealth planning with a personal touch can help clients face the issues of today and stay on track for tomorrow. We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.

Our Story and Services

Wealth Planning with a Personal Touch

The individuals and families we serve are an exceptional group of people. Some are entrepreneurs who have built substantial businesses. Others have pieced together successful corporate careers. Virtually all have achieved financial success and need help in developing a plan to preserve, enhance and ultimately pass along their wealth. Our job is to help them develop highly customized strategies designed to reach their specific goals.

These are uncertain times, and you probably have questions and concerns about what kind of lifestyle you will be able to afford in retirement. You may be focused on supporting charitable organizations, or pursuing any number of other important life goals. We can help you understand the issues and create a plan to help address them. We have the experience and the commitment to delivering outstanding, personalized service. We also have the global resources of Morgan Stanley at our disposal, helping us provide you with sound financial advice, integrated solutions and actionable intelligence across all the world’s major markets.

Services Include

  • 401(k) Rollovers
  • Wealth Management
  • Alternative Investments
  • Estate Planning Strategies
  • Financial Planning
  • Municipal Bonds
  • Philanthropic Services
  • Retirement Planning
  • Sustainable Investing
  • Wealth Consulting


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Awards

Awards

  • Barbara Finley Named to Forbes "Top Women Wealth Advisors" - 2018
  • Barbara Finley Named to Forbes "Best-in-State Wealth Advisors" - 2018
  • Barbara Finley Named to Forbes "Top 200 Women Financial Advisors" - 2017
  • Steve Hird Named to 2017 Presidents Club at Morgan Stanley Wealth Management
  • Barbara Finley Named to 2017 Presidents Club at Morgan Stanley Wealth Management
  • Sean Finley Named to 2017 Pacesetter's Club at Morgan Stanley Wealth Management

Location

Location

  • Morgan Stanley
  • 1241 John Q Hammons Dr
  • Madison, WI 53717


    Working With You

    Working With You

    In working with hundreds of clients over the past three decades, we have yet to find two with identical personal and financial circumstances. Like all of our clients, you have your own unique needs and aspirations, and you deserve a customized plan to help reach them. So, before we start talking about your investments, we like to talk about your life. We’ll ask about your plans for retirement and what kind of legacy you want to leave to your heirs. We’ll ask what keeps you up at night, and what gets you excited about going to work in the morning. We’ll use that information to help you develop a strategy that we believe makes the most sense for you.

    We believe it’s vitally important for you to understand where your money is invested, and why those investment vehicles were chosen. We love talking about investment ideas, and are always available to speak with you about your strategy, or any other aspect of your financial life.

    Video

    Morgan Stanley Makers Class of 2016

    Community Involvement

    Community Involvement

    The River Food Pantry

    Morgan Stanley Foundation

    United Way of Dane County

    University of Wisconsin Athletics

    Blackhawk Church

    Evans Scholar Foundation

    The Road Home

    Western Golf Association

    Madison Catholic Multicultural Center

    The Luke House

    Food for the Poor

    American Family Children's Hospital Board

    Meet The Finley Hird Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Finley Hird Group today.

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