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The Wathen Lobel Miller Schultz Group

The Wathen Lobel Miller Schultz Group

It all starts with a conversation.

Baird Trust Quarterly Commentary

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Client Centered

The Baird Evansville, IN, office recently won the Branch of the Year award and a donation to the charity of our choice.  As a result of the Baird 9Foundation’s donation and many of our acssociates charitable contributions, we raised over $10,000 for the Juvenile Diabetes Research Foundation (JDRF) in the fight to find a cure for Type 1 Diabetes.

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Investment Advisory and Wealth Management 

We pledge to help our clients build net worth and do all in our power to protect it. Profiling, planning, diversification and appropriate professional money management are the cornerstones of our relationship-based practice. Our success is measured by the depth of the relationships we develop, and our greatest compliment is when clients recommend us to friends and associates.

Comprehensive Wealth Management – Tailored For You.

Comprehensive Wealth Management – Tailored For You.

Everyone’s journey is unique. Your wealth management strategy should be too. As Financial Advisors at Baird, that philosophy guides the way our team works. We get to know you, learning your goals and ambitions, so that we can build a personal financial roadmap to take you where you want to go. We use the firm’s breadth of capabilities and knowledge accumulated over more than 150 years to tailor wealth strategies based on your actual needs, not a hypothetical simulation. Here, wealth management is about more than markets and returns. It’s about setting your own path, and reaching your greatest potential. Let us help you write your story.

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With You Every Step of The Way.

From day one, we’re an advocate for you and your legacy. We believe 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. Through life’s ups and downs, we will always be here for you with everything you need to plan for you and your family today and tomorrow.


Meet Our Team
Unwavering Support.

Unwavering Support.

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, our team will remain steadfast in our commitment to serving you, your family, and your future.

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Approachable Expertise.

Approachable Expertise.

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 our dedicated financial advisor team, but to the strength of an entire family of connected financial experts.

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Providing Clear Perspective.

Want to learn more about us? Explore the process, values and experience we use to help you get where you are going.

Our Process

Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.

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Our Values

Quality, perspective, honesty and integrity: our core values are at the center of everything we do.

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Our Experience

Our education and industry experience have perfectly prepared us to guide you.

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The Wathen Lobel Miller Schultz Group