The Hedley Hoeger Group, Baird Private Wealth Management

The Hedley Hoeger Group, Baird Private Wealth Management We assist our clients through a defined process that develops a plan to maximize financial resources and achieve their financial goals.

Some client relationships extend far beyond the office. Jeff recently returned from an annual fishing trip with longtime...
08/27/2026

Some client relationships extend far beyond the office.

Jeff recently returned from an annual fishing trip with longtime clients and friends. This year's trip delivered plenty of stories, including fish weighing up to 35 pounds and three broken fishing rods along the way.

While these catches were impressive, the time spent together was what made the trip memorable. Experiences like these are a reminder that strong relationships are built over years of shared conversations, trust, and time together.

We're glad Jeff had the opportunity to enjoy another great trip and come back with a few stories worth telling.

Mike and Ross revisit the worries markets left behind.
08/26/2026

Mike and Ross revisit the worries markets left behind.

We're excited to celebrate a special milestone for Braden and Riley.When Braden planned his proposal, he thought through...
08/24/2026

We're excited to celebrate a special milestone for Braden and Riley.

When Braden planned his proposal, he thought through every detail. A beautiful location and a photographer waiting behind the scenes helped make the moment one they'll never forget.

The answer was "yes," and a new chapter officially begins.

Congrats to Braden and Riley! We're thrilled for them and wish them all the best as they begin this exciting journey together.

Jeff and Jodi recently enjoyed some time in Boston with their grandchildren, Madison and Jackson. Between visits, hugs, ...
08/21/2026

Jeff and Jodi recently enjoyed some time in Boston with their grandchildren, Madison and Jackson.

Between visits, hugs, and plenty of time together, the trip was a chance to enjoy a summer tradition that's become increasingly meaningful as their family continues to grow.

We're glad Jeff and Jodi had the opportunity to step away for a few days and focus on what matters most. Some of life's best moments happen when families can simply enjoy being together.

We're so excited to have Devon back with the team. Over the past several months, Devon has been focused on her growing f...
08/19/2026

We're so excited to have Devon back with the team.

Over the past several months, Devon has been focused on her growing family. While we missed her around the office, we're grateful she had the opportunity to enjoy this special time.

Devon has always been a valued part of our team, and it's been great to see her step back into her role and continue making a positive impact for both our clients and colleagues.

We're very grateful to have her familiar presence back with the team. Next time you talk with her, feel free to welcome her back!

Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.
08/10/2026

Mike guides us out of bad investment habits and toward a better mindset for long-term wealth-building.

We spend a lot of time talking with families about some of life's biggest decisions.Retirement. Career transitions. Busi...
08/06/2026

We spend a lot of time talking with families about some of life's biggest decisions.

Retirement. Career transitions. Business ownership. Supporting children and grandchildren.

A recent Gallup/Lumina study found that career opportunity remains the primary reason people pursue higher education.

That makes sense.

At its best, education creates opportunities.

The same can be said for financial planning.

We believe money is not the goal. It is a tool that helps create choices and gives families the flexibility to pursue what matters most to them.

That is why our planning conversations start with life goals first and investment strategies second.

When families are clear about what they want their lives, businesses, and legacies to look like, financial decisions often become more purposeful and aligned.

The investments should support the vision, not define it.

Source: Lumina Foundation-Gallup State of Higher Education 2026 Report

We recently had the opportunity to watch Baird's July webinar, Protecting Yourself in a Digital World.The presentation f...
08/04/2026

We recently had the opportunity to watch Baird's July webinar, Protecting Yourself in a Digital World.

The presentation focused on practical ways to reduce the risk of identity theft, fraud, cybercrime, and online scams while highlighting how quickly these threats continue to evolve.

One key takeaway was that cybersecurity often comes down to simple habits: using strong passwords, verifying requests before responding, and being thoughtful about how and where we share personal information.

Thank you to Lisa North for providing practical guidance that individuals and families can put into action right away.

If you'd like to continue the conversation about cybersecurity and protecting your financial life, we're always happy to be a resource.

Americans lost almost $21 billion to cybercrime in 2025, a 26% incr...

07/30/2026

There's a lot of noise right now surrounding college and career paths, so we wanted to share a quick video our team found helpful.

In this For What It's Worth segment, Morgan sits down with career coach Kolby Goodman to break down what really makes a difference for young adults getting started today. A degree still matters, but it is not enough on its own anymore. The students who stand out are the ones building relationships and gaining real-world experience while they're still in school.

We also appreciated the perspective for parents. We don't have to solve everything for our young kids. Giving them space to figure things out can help them grow, build confidence, and learn faster.

Whether it's a student, recent grad, or even a grandchild getting ready to enter the workforce, this is a great, practical watch for all of us.

Take a look and share what stood out to you, especially when you think back to your own experience.

Life asks for the same thing long-term investing does: perspective.
07/27/2026

Life asks for the same thing long-term investing does: perspective.

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4215 Worth Avenue, Suite 200
Columbus, OH
43219

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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