Building independence that endures
A boutique financial firm focused on your future
For nearly a half century, BaldwinClarke has provided best-in-class wealth management, investment banking, and insurance planning services to individuals, entrepreneurs, companies, and nonprofits — along the way cultivating relationships that last and legacies that live on.
Raising the standard
We’re fiduciaries — our wealth management professionals have the responsibility to advise and act entirely in your best interest. Period.
Our team takes time to listen to your story, understand your dreams, and custom tailor the distinct strategies and solutions that will get you where you need to be and want to go.
With us, you come first.
Valuing your success as our own
Our firm is 100% independent. We have real skin in the game and aren’t beholden to any large corporate agenda. From our senior management right down to our administrative staff, everyone at BaldwinClarke is committed to your journey. We will support and elevate every step you take.
That's the difference between us and them.
Celebrating our past
Chuck Baldwin and Jack Clarke founded our firm in 1971. Jack was designing pension plans as income tax savings strategies, and Chuck was developing estate and business continuity plans. Over the years, the two combined, grew, and added to these solutions, developing a comprehensive and integrated line of financial services to benefit people and businesses alike.
49 Years and Counting...
Investing in our future
We’re committed to building a sustainable firm. That’s why they’ve already started to groom the next generation of leadership to guide client and company growth in the same thoughtful manner that built our reputation.
Here's to many more decades of financial excellence.
BaldwinClarke’s entire team believes in making a positive impact in our community. That’s why our firm and its associates are proud to act as partners to and hold leadership roles in a number of amazing 501(c)(3) organizations. It’s also why our team personally makes a monthly donation to a rotating charity of their choice.
Because it matters
Join our team
We hire passionate, smart, invested people. Our employees are in it for the long haul. They care deeply about each client’s unique experiences and outcomes, and they are dedicated to adding depth to our company culture.
We want to hear from
Our benefits include
Full health and dental insurance
Retirement and financial plans
Our people are our biggest asset
If it matters to you, it matters to us.
— Jack Clarke, Principal & Co-founder