For over 35 years, our multi-generational practice has partnered with a select number of clients in Owensboro, surrounding communities, and across the country to address their comprehensive financial planning and investment advisory goals. We have maintained many of these relationships over decades, across generations, and through market cycles. Clients we counsel include:
In Baird, we have a partner that shares our passion for serving our clients and our commitment to providing great outcomes. We want to provide our clients with the highest quality financial advice through integrity and top-notch service. As clients look to us for financial guidance, we hope to bring peace of mind and financial stability.
You have plenty of things to worry about—your financial well-being should not be one of them. Let us help you plan for the future! Whether your goal is saving money for your child's education, preparing for retirement, buying a home, or building a business, important financial choices must be made. To assist in these decisions, you need the skill and experience of a financial professional who understands your concerns and shares your vision.
We help our clients address the following concerns:
Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability. When you turn to Baird, you gain access not only to your team of dedicated advisors, but to the strength of an entire family of financial experts.
With the help of the Baird financial planning team, we can help you build a plan for your future.
Our tailored approach to the financial markets along with market insights and proprietary solutions can help you achieve your objectives and build long term financial stability.
Working alongside the Hilliard Lyons Trust Company, we can help you build and protect your legacy.
Whether a family business or a complex organization, from valuation to succession planning, our investment banking experts can help business owners navigate a path for your business.
From day one, we are advocates for you and your legacy. Our team believes in your success because we know how hard you’ve worked to get here, and we’re confident about everything you will accomplish in the future.
In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, Settle Wealth Advisors will remain steadfast in our commitment to serving you, your family, and your future.
Mitch has been listed as one of the “Top 1200 Financial Advisors” in Barron’s magazine for ten consecutive years and has been ranked by the Financial Times as one of the "Top 400 Advisors."
With over 20 years of experience in the financial services industry, Shannon helps clients build long-term plans based on individual customized financial goals. She meets with...
Weston Jacob joined The Settle Group in January 2022. Weston was born and raised in Owensboro, and graduated from Owensboro Catholic High School in 2017. He then went on to complete his degree at Western Kentucky University where he...
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