Investment Management

Developing and implementing a sound investment strategy is one of the most daunting financial planning challenges. When you choose to partner with Paxton Financial, we draw upon our knowledgeable, experienced research and analysis sources to manage your investments. Our technology enables us to continuously monitor your portfolio to ensure that your holdings are aligned with your overall portfolio strategy.

We also recognize that needs and objectives vary widely from one investor to the next. When helping you create your investment plan, we'll consider factors such as your risk tolerance, age, income and short-term and long-term financial goals, and tailor your strategy accordingly.