facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Building Your Financial Future Is Our Lasting Legacy

Learn More About Who We Are


“Price is what you pay. Value is what you get.”
- Warren Buffett

"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case."
- Robert G. Allen

“Chains of habit are too light to be felt until they are too heavy to be broken.”
- Warren Buffett

“Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones.”
- Benjamin Franklin

Baxter Investment Management
Financial Planning For Your Lifestyle Goals

"The individual investor should act consistently as an investor and not as a speculator."
- Ben Graham

“The secret to investing is to figure out the value of something – and then pay a lot less.”
- Joel Greenblatt

“All intelligent investing is value investing. Aquiring more that you are paying for. You must value the business in order to value the stock.”
- Charlie Munger

Multi-Generational Financial Planning & Investment Management

Since 1924


lighthouse

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


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.




Is Baxter Investment Management A Fit For You?

Learn More About

 

Not Sure Where To Start? 

Schedule a Time To Talk