Baxter & Associates, Inc. is an independent financial planning and wealth management firm based in Roswell, Georgia. It provides personalized financial strategies to individuals, families, and business owners. The firm operates by affiliating with a larger, independent broker-dealer for regulatory compliance, trade execution, and back-office support. This broker-dealer was Sagepoint Financial, Inc., a national network of independent financial advisors. In 2023, Sagepoint's parent company, Advisor Group, consolidated all its subsidiary firms under a single new brand, Osaic Wealth, Inc. Therefore, Baxter & Associates now conducts its securities and advisory business through Osaic Wealth, Inc.

Founded in

United States