BALDWIN INVESTMENT MANAGEMENT, LLC
SEC RegisteredBaldwin Is With You At Every Step Along Life's Journey.
About the firm
Baldwin Management was established in 1999 by a group of investment, trust, brokerage and tax professionals who believed they could best serve clients operating as an independent advisory firm. Founded with the understanding that their clientele's focus is intergenerational wealth creation and preservation, Baldwin Management LLC has always looked to the long term when making financial or tax recommendations. Baldwin offers a comprehensive suite of services spanning investment management, financial planning, tax and accounting, and family office.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Baldwin offers investment management, financial planning, tax and accounting, and family office services. Specific offerings include personalized portfolio construction and asset allocation, comprehensive financial planning across retirement and life transitions, proactive tax planning and preparation for individuals and businesses, family office oversight including multigenerational coordination and consolidated reporting, charitable organization investment management and endowment oversight, and estate planning.
Who they serve
A broad and diverse range of clients including individuals, families, businesses, foundations, and family offices at every stage of their financial lives, including high net worth families, executives, first-generational wealth, business owners, charitable organizations, and family offices managing multigenerational complexity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 111 | $68M |
| High Net Worth Individuals | 157 | $1.1B |
| State/Municipal Entities | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity and Balanced - First $1M | 1.00% |
| Equity and Balanced - Over $1M | — |
| Fixed Income - First $1M | 0.65% |
| Fixed Income - Over $1M | — |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BALDWIN INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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