Hi, I’m Michael Baer
I love getting the opportunity to forge genuine connections and transform client dreams into reality through personalized and thoughtful financial planning.
Witnessing their success and peace of mind is the ultimate reward.
Michael Baer | Partner & Trusted Advisor
Michael & his wife Cathy grew up in Madison, WI. Michael received an Economics degree from the University of Wisconsin-Madison in 1980 and has been a financial advisor since 1983. What does he do for fun? Hiking & weight training to try to stay in reasonably good shape and some gardening to be in touch with nature. Community service has always been a common thread. Michael has served on various boards and committees, including Big Brothers & Sisters of Dane County, Madison Area Crimestoppers, Madison Breakfast Rotary, Habitat for Humanity of Dane County, and the Professional Advisor Council- Madison Community Foundation.
The reality is that Michael does not have a cornucopia of interests beyond his financial services practice. He is intensely dedicated to his clients and their financial futures. He takes pride in developing lifelong friendships with a majority of his clientele and very much likes to work with people that desire to help others.
Contact Michael today and begin your journey to financial clarity.
Meet our Team
Forward Wealth Management is a wealth-management firm that specializes in comprehensive financial advice for all areas of your life. You will find that we’re easy to work with and have an unwavering commitment to your personal needs.
