Who We are
A Team That
Understands You
Everyone has different life aspirations. We work alongside our clients to understand their goals, what motivates them, and what brings them joy.
With over 100 years of serving investors, we remain dedicated to meeting our clients' financial needs by providing quality financial planning and asset management services.
What We do
A Partner On
Your Life Journey
Through the various phases of your life - from early career, to building a family, to retirement and post-retirement - we are here to support you and ensure you meet every one of your goals.
Financial decisions can be scary, especially when unprepared. Our mission is to help you recognize the appropriate level of risk in order to meet your aspirations and to help reduce your stress in making financial choices by supporting your preparation and planning. Our clients' success is our priority.
William J. Baxter III
Principal, Chief Portfolio Manager
John C. Baxter
Principal, Portfolio Manager
William J. Baxter IV
Portfolio Manager
J. Bradford Smith
Director of Research
Damon L. Hart
Director Of Operations
Elizabeth P. ("Liza") Hulit
Operations Manager
Claire Baxter
Chief Compliance Officer