Multi-Generational Financial Planning & Investment Management
Since 1924
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From inheriting an investment portfolio to preparing for college, our multi-generational family firm is here to help you, your family and your finances move toward financial peace of mind.
Four Generations of Unbiased Advice
Independent Solutions
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Through four generations of skillful leadership, Baxter Investment Management has provided investors with disciplined unbiased advice and an investment philosophy designed to manage risk and provide consistent, tax-efficient, long-term growth.
Almost one hundred years after the firm was founded, Baxter Investment Management remains independent and dedicated to providing quality financial planning and asset management services.