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Settle Wealth Advisors

Reaching Beyond Expectations.

We bring the guidance, insights, and solutions you need to help you make sound financial decisions for today and tomorrow. From up-to-date market research and analysis to detailed wealth planning, Baird experts have the knowledge, experience, tools, and resources to help you achieve your goals..

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Comprehensive Wealth Management

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:

  • What is the likelihood that I will run out of money?
  • If something unexpected were to happen to me, what are the chances I would leave my family financially the way I want?
  • When it comes time to distribute my estate, will it go to whom I want, in the way I want, and in the most tax-efficient manner?
  • How should I manage my investments and other financial resources to maximize the likelihood of achieving my goals?
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Wealth Management Strategies that Work for You.

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.

Financial Planning

With the help of the Baird financial planning team, we can help you build a plan for your future.

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Wealth Solutions

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.

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Trust and Estate Planning

Working alongside the Hilliard Lyons Trust Company, we can help you build and protect your legacy.

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Business Solutions

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.

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Unwavering Expertise and Support

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.

Our Team

In 1854, 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 Settle

Director, Financial Advisor

(270) 926-4747

Mitch has been listed as one of the “Top 1200 Financial Advisors” in Barron’s magazine for eight consecutive years and has been ranked by the Financial Times as one of the "Top 400 Advisors."

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Shannon Raines

Associate Financial Advisor

(270) 926-4747

Shannon Raines Wealth Associate With over 19 years of experience in the financial services industry, Shannon helps clients build long-term plans based on individual customized financial goals. She meets with...
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Tap Into Our Resources

Want to learn more? We offer articles, videos and other information on a range of wealth management topics that can help you explore the alternatives that are available.

Investment Strategy

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Settle Wealth Advisors