Baxter & Associates | Holistic, boutique financial planning

Your crowning achievement.

Since 1976, we’ve helped clients like you navigate their financial future with clarity and confidence.

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The fruits of your labor.

Much like vineyard farmers labor in their orchards, you have tirelessly cultivated your own esteemed savings and earnings. Now look to the team who can turn the fruit of that labor into a comprehensive investment plan.

Our Approach

<sup>Our Services</sup><br/>Unique guidance paired just for you.

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Unique guidance paired just for you.

Wielding our broad experience and expertise, we help you make sense of financial planning.

We prepare you for your unique financial future and strengthen your financial confidence for retirement and beyond.

What We Do

^{Our Team}Deep-rooted experience within the industry

Our advisors pair wealth-building products with wealth management services to transform any harvest into a personalized investment portfolio.

Meet The Team

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Plan for the magnitude of your dreams.

Get started today to help ensure your financial plan ages well and allows you to enjoy retirement in total confidence and contentment.

Contact Us

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Your crowning achievement.

Our ApproachThe fruits of your labor.

Our ServicesUnique guidance paired just for you.

Our TeamDeep-rooted experience within the industry

Get In TouchPlan for the magnitude of your dreams.

Let's Talk

^{Our Approach}
The fruits of your labor.

^{Our Services}
Unique guidance paired just for you.

^{Our Team}Deep-rooted experience within the industry

^{Get In Touch}
Plan for the magnitude of your dreams.

^{Let's Talk}