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Brad Baxter

Senior Vice President, Financial Advisor

CFP®, ChFC®, CEPA, BFA™

Office Information

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Contact Brad

(713) 400-8000 bbaxter@wealthenhancement.com LinkedIn

Team Office

Brad’s Locations

1800 West Loop S Ste 1900
Houston, TX 77027
(713) 400-8000
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About Brad

Brad has been working since 2014 to help clients achieve their financial goals through comprehensive financial planning and investment advice. In his role as a Financial Advisor, Brad leverages the financial plans that he and his clients create together to ensure that the advice and recommendations he gives them are specifically tailored and customized to the individual situation. Ultimately this enables his clients to pursue their unique goals, simplify their lives, and enjoy financial freedom. Brad resides in Houston, Texas with his wife, Elizabeth and sons, Logan & Connor. In his spare time he enjoys playing soccer with a local pickup group, losing golf balls to his terrible slice and traveling to scuba diving locations like Belize and Honduras. He is also an active member of Houston’s First Baptist Church where he volunteers with the stewardship ministry to facilitate courses on financial literacy such as Building Your Finances God’s Way and Financial Peace University.

Education

  • BBA, Texas A&M University

Additional licenses and designations

  • Insurance License

Awards & Recognition

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  1. Awarded 8/11/26 for the period 3/31/25-3/31/26.
  2. Awarded 8/6/25 for the period 3/31/24-3/31/25.
  3. Awarded 07/01/2025 for the period 10/10/2024 through 05/05/2025.
  4. Awarded 07/01/2024 for the period 10/10/2023 through 05/05/2024.
  5. Awarded 07/01/2023 for the period 10/10/2022 through 05/05/2023.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

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Insights from Brad

What we’re thinking about

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Retirement

The Pros and Cons of Rolling Your 401(k) to an IRA

Wondering what to do with a 401(k) from a previous employer? Explore the pros and cons of rolling it into an IRA, keeping it in your old or new 401(k), and learn how each option impacts taxes, flexibility, and retirement planning.
Brad Baxter Aug 20, 2020
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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