Who we help Executives & High Earners
Who we help
Financial planning for executives and high earners whose income arrives on someone else’s calendar.
RSUs that vest on a schedule you did not pick. A deferred comp election due next week. Commissions that make December look nothing like June. A big income is easy to spend and surprisingly hard to turn into a big net worth. We help you time what you cannot control, invest what arrives, and keep every account pointed at one plan.
Does Baldwin Financial work with executives and high earners in Oklahoma City?
Yes. Baldwin Financial is a fee-only advisory firm and fiduciary investment adviser in downtown Oklahoma City that works with executives, sales leaders and other high earners across Oklahoma City, Edmond and Nichols Hills. The work covers equity compensation and sale scheduling, deferred compensation and benefits elections, concentrated stock diversification without a tax shock, investing variable income on a rule, backdoor and mega-backdoor Roth done correctly, and job transitions including severance and old plans. CRD #324725.
What we see
Moments we recognize.
Company stock that quietly became half the net worth.
A deferred comp election made without a model of the tax in either year.
Commissions saved in cash all year and never invested.
A backdoor Roth attempted with an old IRA in the way.
A severance package with deadlines nobody flagged.
Where the work concentrates
Across all four disciplines.
Planning, investments, tax and estate, decided together. Fee-only advisory, held at Altruist in your name, fully digital. See what working together includes →
Equity compensation inventory and sale scheduling
Deferred comp and benefits elections
Concentrated stock diversification without a tax shock
Investing variable income on a rule
Backdoor and mega-backdoor Roth, done correctly
Job transitions, including severance and old plans
Guides written for you
Read before we ever talk.
Backdoor Roth at Oklahoma City employers
What to check with your employer.
Leaving Devon Energy
Make time for the financial decisions.
2026 tax changes
Which changes matter for your household.
Questions we get
Asked often enough to answer here.
I am in sales and my income swings. Is this for me?
Yes. Variable income is one of the main things we plan around.
Can you help with a deferred comp election due soon?
Usually, yes. Bring the plan document and the deadline and we will model it.
I am leaving my company. Where do I start?
With the dates. Then the equity, the retirement plan and the tax year, in that order.
An invitation
Tell us where you are.
We will tell you what we would look at first.
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
- Meetings, by appointment
- 629 W. Main Street, Suite 10080, Oklahoma City, OK 73102
In person downtown, or by video - Serving
- Oklahoma City, Edmond, Nichols Hills, and clients who have moved away