Our Companies

Baldwin & Clarke Advisory Services, Inc.

Independent and institutional: an unbiased wealth management approach

Baldwin & Clarke Advisory Services, Inc. is a fee-only, SEC regulated, boutique Registered Investment Adviser. Founded in 1985, we cater our planning and investment services to business owners, families, and professionals. While all have unique needs, the common denominator comes down to time. It is at a premium and typically subjugates the ability to stay abreast of tax changes, shifting market conditions, alterations to estate law, and the list goes on. We dovetail integrated financial and estate planning techniques with long-term, independent investment solutions in a manner that is in lockstep with your personal philosophies regarding wealth, succession, and legacy. Our goal is to make an institutional investment process available our clients, craft portfolios tailored to specific risk/return objectives, and develop asset allocations based on capital market expectations rather than historical performance. Our process is built on the theory that exceptional managers can add value over time and that risk management is more important than excess returns driven by excess risk.  To learn more about our investment advisory services, please click here, while more information on our integrated planning disciplines can be found by clicking here.

 

Baldwin & Clarke Corporate Finance, Inc.

We are one of the oldest and most experienced boutique firms in New England

Baldwin & Clarke Corporate Finance, Inc. provides sophisticated investment banking, business valuation and corporate financial advisory services to small and middle market entrepreneurial companies and divisions of publicly traded corporations. Our professional staff includes individuals with extensive and diverse backgrounds in public and private securities offerings, corporate finance, mergers & acquisitions, banking, public accounting, and appraisal and valuation analysis.  We represent business owners in sales transactions, and help companies raise debt and equity capital. Our work is grounded by a robust valuation practice designed to illuminate and contextualize how value is understood and acted upon. Our appraisers have completed hundreds of valuations over the course of our firm’s history, with these engages being both diverse in nature (relating to purchase & sale, buy – sell agreements, estate & gift, ESOPs, option analysis, etc.) and sophisticated in nature (evaluation of entities  with revenues ranging from less than $1 million to in excess of $200 million). 

 

Baldwin & Clarke, LLP

We have placed close to $1 billion of insurance for the purpose of addressing the business, estate, and personal financial needs of our clients.

Baldwin & Clarke LLP provides risk management solutions through an informative and open process. We have two divisions. One designs and installs executive benefit plans and the other offers risk management solutions with life, disability and long term care insurance strategies.  After undergoing a thorough and open-dialogue planning process, our professionals are able to implement targeted strategies that include Integrated Legacy, Financial and Insurance Planning, Business Succession Planning and Executive Benefits, Insurance Fulfillment, Life Insurance Premium Financing, and Life Settlements. To learn more, please click here.

 

Baldwin & Clarke Retirement Plan Services, Inc.

We are a long-tenured retirement plan consultancy firm driven to develop creative, cost-effective and practical retirement plan solutions

Baldwin & Clarke Retirement Plan Services, Inc. specializes in the small business niche, working closely with entrepreneurs and business owners as they develop instrumental benefit programs for their organizations. With vast former experience as a third-party administor, we have practical working knowledge of different qualified plan types that helps us design benefit programs that are not simply a ‘check the box’ plan, but rather a power business planning tool. Our professional, or plan architects, work to understand our clients long-term goals and business dynamics in order to help craft retirement solutions that both efficient and straightforward. The Baldwin & Clarke Plan Architect approach is: Design a qualified retirement plan that works, built upon practical strategies that you can implement. For more on our retirement design services, please click here.