A complete list of active advisors currently associated with Baldwin Financial Advisors, LLC

Warmer can help you find a great advisor at Baldwin Financial Advisors, LLC or one who fits your needs even better.

Baldwin Financial Advisors serves individual clients, including high-net-worth individuals, and small businesses by providing comprehensive and modular financial planning, advisory consulting, and educational seminars and workshops. The firm offers a la carte planning options and tailored consulting engagements rather than ongoing portfolio management. The firm’s approach is consultative: it analyzes client-provided financial information, uses planning tools to develop recommendations, and leaves implementation and custody decisions to clients and their chosen custodians. Baldwin emphasizes diversification and both long- and short-term investment considerations within its plans, and advises clients to coordinate with tax and legal professionals as appropriate. Distinctive aspects disclosed in the brochure include a pronounced focus on seminars and educational presentations (including engagements for financial industry participants and corporate clients) and a stated lack of portfolio management services — the firm reports no assets under management and does not use percentage-of-AUM fee arrangements. The brochure also discloses that the firm’s advisors operate separately as registered representatives and insurance agents, a dual role the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Baldwin Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.