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About Us

Who We Are
Continuing A Legacy Rich In Experience

Baxter Financial Group was founded with a respect for preserving and growing wealth across a multigenerational span, as well as a deep commitment to financial excellence. Our firm’s mission is to assist the average working family in preserving their hard-earned legacy. We believe in tailoring our plans and services to address each individual's unique needs, establishing that their financial journey is personal and effective.

Guided By Our
Pillars Of Service

Integrity, transparency, and always acting in our clients' best interest are the core values that drive us. These principles guide every decision we make and every strategy we implement, reinforcing our dedication to our clients' financial well-being.

A Look Into Our Process

At Baxter Financial Group, we follow a structured process to ensure that our clients' financial goals are met efficiently.

Step 1:
Reviewing
Objectives

We begin by understanding your financial aspirations and concerns.

Step 2:
Inventorying &
Organizing Finances

Next, we take a comprehensive look at your financial situation, organizing and assessing your assets and liabilities.

Step 3:
Executing the Simplest
Plan Possible

Finally, we execute a straightforward plan designed to help you pursue your goals, simplifying the path to financial independence.

Who We Are
You Are not a Client, You’re Our Partner.

Blake Baxter

Blake Baxter

President

760-845-7526

As the President of Baxter Financial Group, I bring over 13 years of experience in the financial services industry. My journey began at Main Street Tax & Financial, where I honed my skills and developed a passion for financial planning...
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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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