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Your leader in independent financial services since 1971

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BaldwinClarke is a 100% independent financial services firm that helps real people with genuine aspirations achieve their lifetime and legacy goals.

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Fostering financial freedom that speaks for itself

We’re experts in three core service lines – entirely dedicated to delivering the comprehensive guidance you want, outcomes you seek, and protection you need.

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Wealth Management

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Financial & estate plans

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That's the BaldwinClarke way

We’re here to listen to your needs and represent your best interest. We don’t cross-sell products, collect hidden fees, or make recommendations that aren’t expressly designed to lead you, your business, or your organization to a brighter financial future.

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Streamlining your business and personal life under one roof

We have a history of helping entrepreneurs and executives align personal and professional interests, untangle intertwined assets, harmonize complex investment situations, and integrate strategies and solutions that carry out multigenerational objectives.

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BaldwinClarke’s Sustainable Focus

Sustainable investing has deep roots in our organization. BaldwinClarke is committed to serving socially conscious individuals, families, business owners, and endowments and trusts – crafting bespoke strategies and tailored portfolios that reflect the impact our clients want to have in the world. 

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Leading through economic cycles and across generations

We’re led by tenured management and teams of investment advisors, investment bankers, financial planners, and insurance experts who all share an unwavering commitment to your success.

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What’s your plan? We’ve spent 50 years making sure clients like you feel great about their futures.

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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 …
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About

  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities
Menu
  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities

Services

For Individuals & Families

  • Wealth Management
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  • Wealth Management
  • Insurance Planning

For Business Owners & Entrepreneurs

  • Wealth Management
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Wealth Management Services (“Investment Advisory”, “Financial Planning”, “Retirement Planning”, “Estate & Wealth Transfer Planning”, “Exit Planning”, “401(k) & 403(b) Advisory & Management”, “Qualified Plan Design & Consulting”) are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD#105666. Registration does not imply a certain level of skill or training. Investment Banking Services (“Pre-Transaction Planning”, “Business Valuations”, “Buy-Side & Sell-Side M&A Advisory”, “Debt & Equity Capital Advisory”) are offered through Baldwin & Clarke Corporate Finance, LLC. Insurance Planning Services (“Life Insurance Planning”, “Disability Insurance Planning”, “Long-Term Care Insurance Planning”, “Shareholder Life Insurance Planning”, “Executive Benefit Planning”, “Key Person Insurance Planning”) are offered through Baldwin & Clarke, LLP. LFS-3165687-071620
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