Our Practice

Who We Are

Steve began his career in Nashville, TN before moving his family to Lexington. Since then, his desire to serve others has led him to become an integral part of the community by involving himself on numerous boards and spear-heading community art projects all with the desire to enrich the lives of his community and showcase central Kentucky’s wonderful attributes. In addition to being a financial advisor to his clients, he has a leadership role within Baird acting as the branch manager for both the downtown Lexington and Danville offices. In 2013 his daughter, Meg followed Steve’s path and began her own career at Hilliard Lyons as a financial advisor. The two decided to form a partnership in 2016 and once Hilliard Lyons and Baird merge together in 2019, they officially rebranded as, The Grossman-Sutton Group.

Our Process

Our multigenerational team has over 45+ years of combined experience and work with clients looking to establish lasting relationships based on quality, honesty, and integrity. We listen carefully when discussing our client’s goals. Then by taking a holistic approach, we use our expertise, along with Baird’s extensive research, technology, and numerous resources to design an adaptable financial plan that can solve for their needs. The goal is to do what is in the best interest of our clients by creating a simple, systematic approach to investing and the financial planning process. Once a strategy is implemented, our team will provide ongoing support through consistent communication, periodic reviews, and continuous recommendations through life’s ever-changing phases. We pride ourselves on providing thoughtful, clear advice to our clients to help them build wealth over time and meet their financial goals.

Our Services