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Preserving Your Hard-Earned Legacy.

At Baxter Financial Group, our holistic approach provides you with an independent perspective, empowering you to make informed decisions that align with your long-term goals.

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Family Values, Financial Vision
Planning for Today & Tomorrow

Our founder, Blake Baxter, strives to be a valued advisor who can accompany you through retirement and still be there to counsel your children. With a deep understanding of Southern California's working-class families, we share your values and aspirations. Our commitment is to provide reasonably priced financial, estate, and tax planning. Our background and credentials enable us to offer holistic planning to safeguard both your finances and your estate.

16

States Served

$35mm Assets

Under Management

500+

Estates Planned

How We Help
Explore Our Comprehensive Financial Services

Our firm is dedicated to helping clients manage concerns about outliving their income and leaving a meaningful legacy. Our services support and guide you through various aspects of financial planning to pursue your goals.

Investment Management


We offer personalized strategies to help preserve and manage your investments.

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Life Insurance


We provide options seeking to protect your loved ones and preserve their financial future.

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Estate Planning


Our services aim to preserve your legacy and ensure your wishes are honored.

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Find Solutions Tailored for You

Who We Are
Navigating Financial Futures With
Integrity & Client-Focused Care

Our aim is to help the average working family preserve their hard-earned legacy with personalized plans and services. Guided by integrity, transparency, and client-focused principles, we strive to make every financial journey personal and effective. These core values shape every decision and strategy, reinforcing our dedication to clients' financial well-being.

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Ready To Get Started?

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial independence and prosperity for you and your loved ones.

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