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) advises individuals (including high net worth clients), businesses, qualified retirement plans and charitable organizations on investment management and comprehensive planning. Services described in the brochure include asset management, estate/legacy planning, financial planning, business continuity and exit planning, Calculation of Value reports, and access to a digital WealthDirect tool. The firm uses an institutional investment process and an open‑architecture, “management of managers” platform to implement asset allocation models through separate account managers, mutual funds, ETFs and structured notes. BCAS reports $465,731,924 in assets under management, with approximately $216,607,404 managed on a discretionary basis and the remainder managed non‑discretionary, meaning many clients retain trade approval rather than delegating full trading authority. Distinctive features disclosed in the brochure include a long‑standing emphasis on multi‑generational estate/legacy work and exit planning for business owners, routine use of third‑party separate managers and structured notes, and ownership ties to affiliated insurance and corporate finance businesses that are made transparent to clients. The firm also documents a formal AI policy that excludes AI from investment analysis without committee pre‑approval and maintains a team of seven advisors with a range of professional credentials.

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.