A complete list of active advisors currently associated with BCAS

Warmer can help you find a great advisor at BCAS or one who fits your needs even better.

Baldwin & Clarke Advisory Services (BCAS) provides fee-based wealth management and financial planning to individuals, high-net-worth families, businesses, charitable organizations and qualified retirement plans. Its services include asset management, comprehensive financial and estate (legacy) planning, business continuity and exit planning, Calculation of Value reports for business clients, and access to a digital WealthDirect platform. BCAS implements an institutional, open-architecture “management of managers” model, building portfolios through asset-allocation modeling and a mix of separate account managers, mutual funds, ETFs and structured notes to align with clients’ risk and return objectives. The firm draws on third-party research (including Callan/FAA and Morningstar), conducts quarterly manager reviews, and provides tailored portfolios with access to global, traditional and alternative asset classes. Unlike many peers, a substantial portion of BCAS’s assets are managed on a non-discretionary basis: as of December 31, 2025 the firm reported $465,731,924 in assets under management with approximately $216,607,404 managed discretionarily and the remainder overseen non-discretionarily, meaning clients often retain trade-level consent. The firm’s notable emphasis on business-owner services (exit planning and Calculation of Value reports), legacy-focused estate planning, and a separate digital WealthDirect offering distinguishes its service mix from typical team advisors.

To learn more about the advisors currently working at BCAS, 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.