Multi-Generational Financial Planning & Investment Management
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
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.