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Contact

Our Leadership Team

Leading through economic cycles, across generations

Our people are our biggest asset

BaldwinClarke’s team is fundamentally committed to your journey. We’re 100% independent, with financial experience that spans multiple generations, economic cycles, and business climates.

Our full team of professionals are led by executive managers – each here to serve you.

Chuck Baldwin
Chuck Baldwin

Principal & Co-Founder

chuckb@bcasi.net
See Full Bio ›
Jack Clarke
Jack Clarke

Principal & Co-Founder

jackclarke@baldwinclarke.com
See Full Bio ›
Peter Clarke
Peter Clarke

Chief Operating Officer

peterclarke@baldwinclarke.com
See Full Bio ›
Sean Clarke
Sean Clarke

Managing Director: Investment Advisory
Baldwin & Clarke Advisory Services, LLC

seanc@bcasi.net
See Full Bio ›
Scott LaValley
Scott LaValley

Managing Director: Financial Planning
Baldwin & Clarke Advisory Services, LLC

scottl@bcasi.net
See Full Bio ›

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

Investment Advisors
Financial Planners
Insurance Experts
Investment Bankers
Business Advisors

Our benefits include

Full health and dental insurance
Retirement and financial plans
Generous PTO
Career training
Charitable Involvement

Our people are our biggest asset

Join BaldwinClarke

Our team’s experience, diverse expertise, and most importantly, their level of caring, are the roots of what differentiates and underpins BaldwinClarke’s value proposition.

— Peter Clarke, Chief Operating Officer

Independence has its rewards

Speak to a financial expert today

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

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
  • Insurance Planning
Menu
  • Wealth Management
  • Insurance Planning

For Business Owners & Entrepreneurs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
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  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Businesses

  • Wealth Management
  • Investment Banking
  • Insurance Planning
Menu
  • Wealth Management
  • Investment Banking
  • Insurance Planning

For Nonprofits & Governments

  • Wealth Management
  • Insurance Planning
Menu
  • Wealth Management
  • Insurance Planning

Resources

  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal
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  • The BC Journal
  • WealthDirect
  • Documents & Forms
  • Client Portal

FAQs

  • Wealth Management
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  • Wealth Management
  • Investment Banking
  • Insurance Planning

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.

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