BAXTER INVESTMENT MANAGEMENT
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About the firm
Baxter Investment Management is a multi-generational family firm with over 100 years of experience providing disciplined financial planning to New England. Founded in 1924 by William J. Baxter Sr., the firm has spanned four generations of the Baxter family across all kinds of financial markets. They offer comprehensive financial planning and investment management services with a fiduciary commitment to their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning, asset management, business solutions, and financial education. Services include developing comprehensive financial plans incorporating tax obligations, estate plans, and investment accounts, with regular reviews and personalized investment strategies.
Who they serve
Individuals and families, including those inheriting investment portfolios, preparing for college or retirement, and business owners whose personal and business finances are intertwined; the firm serves multiple generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 203 | $66M |
| High Net Worth Individuals | 222 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $9.3M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAXTER INVESTMENT MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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