About
Built to know you.
Baldwin Financial is an independent registered investment adviser in downtown Oklahoma City, built for bespoke service, so the people who learn your situation are the people who do the work, and the people who answer when you call. That is the whole design.
Jeremy D. Baldwin
Why the firm is built this way.
Jeremy D. Baldwin founded Baldwin Financial around a simple belief: your investments, taxes, estate, retirement, business, and family should not be treated as separate financial lives.
Jeremy entered the financial services industry in 2010 and has worked across investment management, comprehensive financial planning, retirement plans, insurance, and employee benefits. After seeing how easily important decisions become fragmented among advisers, CPAs, attorneys, and other professionals, he created Baldwin Financial to give clients one coordinated strategy and one consistent point of contact.
Today, Jeremy works personally with business owners, professionals, families, and legacy builders who want thoughtful advice without unnecessary complexity. His approach begins with the whole picture, explains tradeoffs in plain language, and focuses on making important decisions before they become urgent.
How we work
Four things you can hold us to.
Fiduciary, always
We are a fiduciary. That means we are legally required to put your interest ahead of our own, and to tell you plainly about a conflict rather than quietly work around it.
One point of contact
You won’t get handed to a service team once the paperwork clears. Whoever builds your plan is who answers when you call about it.
Plain language
If we cannot explain a recommendation in words you could repeat to your spouse over dinner, it isn’t finished. Jargon is usually hiding either complexity or cost.
We show up ready
We would rather walk into a meeting having already done the thinking. Being prepared isn’t a bonus, it is most of the job.
An invitation
One conversation is usually enough
to know whether this is worth continuing.
A complimentary conversation, by video, phone, or in person in downtown Oklahoma City, whenever suits you. Nothing to prepare and nothing to bring. Come as you are; leave knowing more than you arrived with.
What the conversation looks like
- 01
You talk. What you own, what you owe, who depends on you, and whatever is coming up that you have not solved yet.
- 02
We tell you what we see. The two or three things we would look at first, and why those and not the rest.
- 03
You decide, on your own time. If we are not the right fit, we will say so and point you toward someone who is.
Or reach us directly
- Phone
- (405) 266-7856
- Serving
- Oklahoma City, Edmond, Nichols Hills, and clients who have moved away
Baldwin Financial, LLC is an investment adviser registered with the State of Oklahoma, CRD #324725 · check our record on the SEC’s public adviser database. Jeremy D. Baldwin is the firm’s sole investment adviser representative and its acting chief compliance officer, and he reviews every client account himself. He also owns The Baldwin Insurance Firm, LLC, a separate insurance agency through which he may earn commissions; that is a conflict of interest, disclosed in Item 10 of our Form ADV Part 2A and set out on our disclosures page. Custody of client accounts is held by Altruist Financial, LLC, an unaffiliated qualified custodian and member FINRA/SIPC. Our office is at 629 W. Main Street, Suite 10080, Oklahoma City, OK 73102, serving Oklahoma City and Edmond, and clients who have moved away.