The BALDWIN GROUP WEALTH ADVISORS, LLC

The Baldwin Group Wealth Advisors is an enterprise registered investment adviser serving a mix of individuals, high‑net‑worth clients, and institutional retirement plans, with approximately $27.3 billion in assets under management, 41 advisors and about 1,171 clients. Services described in the brochure include investment advisory and asset management, financial and estate planning, retirement plan consulting, and implementation support using separate accounts, mutual funds, ETFs and third‑party managers.

The firm describes a consultative, asset‑allocation centered approach that uses model portfolios, independent managers and platform providers to tailor strategies to client objectives; many offerings are region‑specific and may include access to private placements for qualified investors. It also emphasizes ongoing monitoring and, for retirement plans, both limited scope 3(21)(a) fiduciary advice and, where granted, 3(38) discretionary investment management, with most plan work provided on a non‑discretionary consulting basis.

What is notable relative to peers is the concentration of non‑discretionary assets — roughly $24.2 billion of the firm’s reported AUM — and the firm’s explicit role in pension and ERISA consulting as a Covered Service Provider, a combination that is uncommon among large enterprise advisers. The Baldwin Group Wealth Advisors is also part of The Baldwin Insurance Group and maintains affiliated referral and service arrangements (including a related broker‑dealer and insurance distribution relationships), which the brochure identifies as potential conflicts of interest that clients are asked to consider.