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

One Company, Many Values

“What do you think my company is worth?” As a firm that provides both business appraisal and M&A advisory services that is the twenty-four thousand dollar question that we get asked all the time. And why not? It’s pretty important in any context.

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Ask Your Financial Advisor?

The Baldwin & Clarke Advisory Services team meets with several investment management companies throughout the year and reads countless market reviews and analyses provided by them and other investment sources. Not surprisingly, we have found a few current topics you may want to discuss with your financial advisor.

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