John T. Baxa, CFP®
John T. Baxa is a native of Illinois. He attended DePaul University, Chicago, IL and obtained his B.S. in Finance in March 1984. After college, he spent 3 years in the privately held, business brokerage marketplace.
Mr. Baxa began his financial consulting career in 1987 with a privately held local firm. Baxa Advisors, Inc. (1999), is a privately held firm helping high net worth professionals, privately held businesses and families pursue their financial goals in a boutique environment. Among his clients, he is known for his expertise in asset management, developing tax advantaged formal business ‘exit strategies’, wealth and asset protection in addition to advanced estate planning strategies. He has counseled families and professionals in the states of Arizona, California, Illinois, Wisconsin, Michigan, Ohio and Florida. In one of his unique engagements, Mr. Baxa was referred in as the lead advisor to a family who claimed $52MM in their local lottery.
Mr. Baxa performs client planning in a comprehensive manner, working to fully integrate all financial and legal aspects consistent with the clients’ value system and objectives. He specializes in planning applications for the high net worth business owner and professional marketplace. He is a member of the Asset Protection Society: a forum to help educate clients and advisors in the advanced planning of global asset protection.
In addition to his core practice work, he had worked with Meyer Chatfield Corp, which provides consulting in the area of investment and asset based strategies for the community bank marketplace. Mr. Baxa had been associated with Meyer Chatfield from 2002 - 2008 serving as a Regional Consultant at his local level. Meyer Chatfield is a national firm in the bank consulting marketplace.
Mr. Baxa resides with his wife Caroline in Naples, FL. Mr. Baxa and his wife enjoy fitness activities such as golf, cardiovascular and weight training. He and his wife are a part of The Way International, a non-denominational biblical research, teaching, and fellowship Christian ministry.
Education – Professional
Northwestern / Kellogg, Private Leaders Forum on Executive Leadership, 2018
UCLA, Private Leaders Forum on Behavioral Finance, 2017
Wharton School of Economics, Private Leaders Forum, Investment and Business Management, 2016
DePaul University, Chicago, Illinois. Bachelor of Science, Finance. 1984.
Professional Registrations: FINRA Series 7 (1987); Series 63, 65 (1988, 1999) currently held with LPL Financial
Columbus Life Insurance Company, Cincinnati, Ohio. Consultants Advisory Committee Member, 1999.