Independent Financial
Advisory Services

Dedicated business and personal advisory professionals

Baldwin & Clarke provides thought leadership, guidance, and creative financial solutions throughout our clients’ evolution. Through the ability to integrate key personal and business planning strategies, we are able to offer large company capabilities, delivered with responsiveness and designed to simplify your life.


As an independent financial firm, we are only beholden to our clients. We are free to: 

  • Advocate for their vision
  • Serve as sounding boards
  • Work as trusted advisors to help them navigate towards their personal and professional goals.
We offer a complete set of relationship-based advisory services developed specifically for: 

  • Business Owners & Entrepreneurs
  • Individuals & Professionals
  • Families


Business Planning

  • M&A Advisory
  • Business valuations
  • Strategic & financial consulting
  • Exit planning
  • Continuity & succession planning
  • Retirement & executive benefit plan design

Personal Planning

  • Financial planning
  • Wealth transfer & legacy planning
  • Independent investment advisory services
  • Risk management & life insurance
  • Retirement planning
  • Fiduciary guidance

Where Do You Want To Go?

We can help you find out!

Schedule a consultation or call 800.639.2711

B&C Blog

Estate & Gift Opportunities in a Crisis

The present Coronavirus crisis has undoubtedly wreaked havoc on all our lives, impacting both our personal and professional worlds. The disruption has cascaded through pretty much all areas of the financial world leaving very few businesses escaping unscathed.  Uncertainty has always been the enemy of financial stability and unfortunately, foundational questions about how long the recovery will take and what the future will look like post-crisis do not have clear answers. Understandably, this is a cause of worry and concern for many.

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A look into the SBA’s Paycheck Protection Program

The coronavirus pandemic, also known as COVID-19, has been an exercise in dealing with uncertainty. Faced with mounting operating expenses and coupled with stagnate or even declining revenues, many small business owners and entrepreneurs turned to their trusted banking partner to apply for Federal assistance under the U.S. Small Business Administration (SBA) Paycheck Protection Program. In less than two weeks PPP funding was exhausted. Through April 16th, the SBA reported that it had approved approximately 1.7 million loans via 4,975 different lenders totaling $342 billion in aid. The average loan size was $206,000, with the vast majority of loans totaling $150,000 or less.

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