Who We Are

We are partner, a trusted advisor, a sounding board, and an objective resource. Collectively, a comprehensive solution.

Quite simply, we are an independent, relationship driven financial organization designed to simplify, coordinate, and help enrich the lives of our clients. Comprised of 5 independent companies, we have designed our model to provide integrated financial services to high net worth individuals, business owners, and families. We embark upon our work through a high touch, high service client experience delivered through an open architecture that can execute on both a best of breed and best of suite basis.

The benefits of the Baldwin & Clarke platform:

  • Access to institutional investment process
  • Independent and un-bundled investment offerings
  • Coordination of critical advisors
  • Access to proprietary investment products
  • Access to sophisticated investment banking, business valuation and corporate financial advisory services
  • Management and design of employee and executive benefit planning
  • Coordinated planning through the integration of individual, family and corporate requirements