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Serving you, above all else

Wealth management, investment banking, and insurance planning services and solutions

We provide expert wealth management, investment banking, and insurance planning services, strategies, and solutions to individuals, entrepreneurs, companies, and nonprofits. Drawing on our cross-firm expertise, we’ll work with you or your business to set meaningful goals and we’ll show you how to reach your milestones. 

Find the right service for you, or speak to an advisor today.

Individual & Families
  • Wealth Management
    • Investment Advisory
    • Financial Planning
    • Retirement Planning
    • Estate & Wealth Transfer Planning
  • Insurance Planning
    • Life Insurance Planning
    • Disability Insurance Planning
    • Long-term Care Insurance Planning
  • Wealth Management
    • Investment Advisory
    • Financial Planning
    • Retirement Planning
    • Estate & Wealth Transfer Planning
  • Insurance Planning
    • Life Insurance Planning
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    • Long-term Care Insurance Planning
Learn More
Business Owners & Entrepreneurs
  • Wealth Management
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  • Investment Banking
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  • Insurance Planning
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  • Wealth Management
    • Investment Advisory
    • Financial Planning
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    • Exit Planning
  • Investment Banking
    • Pre-Transaction Planning
    • Business Valuations
  • Insurance Planning
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Businesses
  • Wealth Management
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    • Executive Benefit Planning
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  • Wealth Management
    • Investment Advisory
    • 401K Advisory & Management
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    • Qualified Plan Design & Consulting
  • Investment Banking
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    • Debt & Equity Capital Advisory
    • Business Valuations
  • Insurance Planning
    • Executive Benefit Planning
    • Shareholder Insurance Planning
    • Key Person Insurance Planning
Learn More
Nonprofits & Endowments
  • Wealth Management
    • Investment Advisory
    • 401K & 403B Advisory & Management
  • Insurance Planning
    • Executive Benefit Planning
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  • Wealth Management
    • Investment Advisory
    • 401K & 403B Advisory & Management
  • Insurance Planning
    • Executive Benefit Planning
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For virtually all of our clients, time is their most precious commodity. Time to dedicate toward their business and time to dedicate toward family. Baldwin & Clarke’s holistic suite of services recognizes this dynamic. And we have structured our service offerings in a way that coordinates all aspects of business and personal planning.

— Sean Clarke, Managing Director of Investment Advisory

Independence has its rewards.

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#Finterms: Total Enterprise Value

Total Enterprise value, or TEV, is valuation metric that quantifies the total value of a company. TEV is often used when evaluating the overall economic worth of a business in the context of a sale or acquisition.
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One Bedford Farms Drive
Suite 102
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
  • What’s a Fiduciary
  • Our Process
  • Our Story
  • Meet the Team
  • Giving Back
  • Employment Opportunities

Services

For Individuals & Families

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

For Business Owners & Entrepreneurs

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

For Businesses

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

For Nonprofits & Governments

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

Resources

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

FAQs

  • Wealth Management
  • Investment Banking
  • Insurance Planning
  • 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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