BALDWIN FINANCIAL, LLC

Overview

Baldwin Financial, LLC is an independent, single-owner registered investment adviser that combines investment advice with insurance brokerage. The firm serves both individual and family clients as well as institutional relationships, and its advisory work includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is mixed: the firm charges asset-based fees alongside hourly and fixed-fee engagements, and it also originates insurance solutions such as annuities through its broker activities. The firm does not position itself as an ESG specialist and is not presented as a multi-state adviser. Its operating model appears modest in scale, focused on delivering planning and portfolio services directly to clients rather than operating as a larger capital allocator or multi-branch network.

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Public Holdings

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Location & Offices