Meet the Baldwin & Associates Team
Our team is dedicated to ensuring that our clients have received the highest level of financial care possible. Our three financial planners utilize a team approach all throughout the financial planning process, and our supporting staff are truly top notch.
Our Services
Comprehensive Financial Planning​
Investment Advice and Monitoring
Business Succession Planning
Budgeting Techniques
Retirement Planning
Education Funding Strategies
Why Choose a Fee-Only Financial Planner?
A fee-only financial planner does not receive commissions or kickbacks. The only compensation received by the planner comes from the fee to the client that is agreed upon by both parties prior to the beginning of the planning. Why is this important? This simply means that fee-only financial planners will not try to sell the client unnecessary investments or products and eliminates an unfair bias towards certain proprietary investments. Fee-only financial planning is usually for the long term. Our goal is only complete when we are able to make a client happy for life.
The Power of Markets - What you can expect from DFA Funds