BALDWIN FINANCIAL ADVISORS, LLC

Overview

Baldwin Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and emphasizes fee-based financial planning and client education. Its advisory activities explicitly include financial planning services and delivering educational seminars or workshops. Fee arrangements include hourly charges, fixed fees and other non-asset-based billing approaches rather than a pure percentage-of-assets model. The firm is not described as an active ESG investor, is not a capital allocator, and is not identified as a multi-state adviser or pension consultant in the available information.

Assets & Accounts

Investments & Alternatives

Location & Offices