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About Us

50 Years and Growing . . .

BaldwinClarke was established in 1971 and has been proudly serving New England and our clients for over 50 years.  

The genesis of our firm was a planning organization, specifically providing estate and executive benefit & insurance planning services.  Over time, and as our relationships deepened, we deliberately evolved with the goal of providing comprehensive advisory services to address, and harmonize, the personal and business planning needs of high net worth individuals, families, and business owners. 

BaldwinClarke

1985 saw the creation of Baldwin & Clarke Advisory Services, LLC (“BCAS”), our SEC-registered investment advisory (RIA) firm. 

BCAS provides high-touch, customized wealth management solutions that include investment advisory along with retirement, financial and estate & wealth transfer planning – designed to support wealth preservation, accumulation, and stewardship.  

In 1989, we added Baldwin & Clarke Corporate Finance, LLC (“BCCF”) to offer investment banking solutions to privately held businesses.  BCCF works closely with owners and management teams of lower middle market companies to deliver M&A advisory, capital advisory and valuation services. 

Irrespective of our role, our overarching objective is to distill, simplify, and manage complex financial planning requirements in support of our clients’ goals.

BaldwinClarke

1 Bedford Farms Dr.
Suite # 102
Bedford, NH 03110

(603) 668-4353

BaldwinClarke
One Bedford Farms Drive
Suite 102
Bedford NH 03110
Contact Us
(603) 668-4353
info@baldwinclarke.com

Wealth Management Services 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.

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