Helping You Reach a More
Confident Tomorrow

Financial freedom begins with sound planning. Building your financial future is our lasting legacy.

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What We Do

What We Do

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Who We Are

Who We Are

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Who We Serve

Who We Serve

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Everything You&#160;<br/>Need In One Place

Everything You 
Need In One Place

From inheriting an investment portfolio from a loved one to preparing for college or retirement, our multi-generational family firm is here to help you, your family, and your finances move together towards financial peace of mind.

Custom Solutions
Tailored To You

By coordinating with you and other trusted professionals, we develop a comprehensive financial plan incorporating multiple aspects of your financial profile from tax obligations to estate plans and investment accounts.

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01
Holistic Financial Planning

We look at your entire financial picture to help build a tailored plan to balance your current financial needs and your long-term goals. 

02
Asset Management

We meticulously craft portfolios that are uniquely structured to address the needs of each particular client. Risk from asset selection is carefully monitored and reviewed.

03
Business Solutions

You're working hard to build your business and oftentimes its finances are intertwined with yours. We're here to help guide you and your business in the right direction.

04
Financial Education

We believe educating our clients on key financial topics is incredibly important for long term success. Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

A History Of Success

A century of bringing disciplined financial planning to New England. Our history spans four generations of the Baxter family and all kinds of financial markets.

1924

William J. Baxter Sr. founds the Baxter International Economic Research Bureau.

1957 - 59

William Baxter Jr. joins and the firm changes to Baxter Bros. Inc. and does business under the name Baxter Investment Management.

2024

Baxter Investment Management celebrates turning 100 Years Old!

1920's - 50's

Baxter International Economic Research Bureau provides economic data to the leading corporations of the day. William Baxter Sr. also releases several well known books on investing & the economy.

1989

William J. Baxter III
joins Baxter Investment Management as the third generation of investment professionals.

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A Firm With Over <br/>100 Years of Experience

A Firm With Over
100 Years of Experience

We believe experience matters. Through four generations of skillful leadership, we have provided investors with disciplined, unbiased advice and an investment philosophy designed to provide consistent, tax efficient, long-term growth.

Resources
See Our Resources

Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.

Education Center

Education Center

Articles and educational resources covering a wide range of topics like retirement, estate planning, and more!

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Market Insights

Market Insights

Our commentary on the current market conditions.

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FAQs

FAQs

Answers to all the most commonly asked questions.

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The Baxter Network

The Baxter Network

Our curated network of industry professionals.

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Sound Like You?
Don’t Wait to Embark on
Your Financial Voyage

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