Meet Your Professionals

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal - we want to see our clients reach their goals and we want to champion their successes. With over 100 years in business, we are confident that with our understanding of personal finance—coupled with our training as financial professionals—we can help people better prepare for the future. 

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. 

No single strategy fits everyone, which is why our clients get our personalized guidance—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

YOUR INVESTMENT PROFESSIONALS

Who You'll Be Working With


William Baxter III

William J. Baxter III

Principal, Chief Portfolio Manager

John Baxter

John C. Baxter

Principal, Portfolio Manager

J. Bradford Smith

J. Bradford Smith

Director of Research

William Baxter IV

William J. Baxter IV

Portfolio Manager

Damon Hart

Damon L. Hart

Director Of Operations

Elizabeth Hulit

Elizabeth P. ("Liza") Hulit

Operations Manager

Claire Baxter

Claire Baxter

Chief Compliance Officer

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.