Who we help
We work with people whose income is complicated and whose time is not free.
Most of our clients do one of five things for a living. Each has a financial life with its own shape: income that arrives in lumps, a practice or a business that is also the biggest asset, equity on someone else’s calendar, or a tax year nobody else is watching. We have built the firm around those shapes. Pick yours.
Who does Baldwin Financial work with?
Baldwin Financial is a fee-only advisory firm and fiduciary investment adviser in downtown Oklahoma City. Most of its clients are physicians, dentists and orthodontists, attorneys, business owners and solo practitioners, and executives and high earners across Oklahoma City, Edmond and Nichols Hills. Whatever you do for a living, you get the same four disciplines decided together, the same person on the phone, Jeremy D. Baldwin, and the same digital-first way of working, with accounts held at Altruist in your own name. CRD #324725.
Pick yours
Physicians
Anesthesiologists, surgeons, specialists, and the groups they own. Clinical income, a practice that may be your largest asset, and a buy-in or sale somewhere ahead.
Dentists and orthodontists
A clinician, an employer, often a landlord, and eventually a seller. We run the practice’s finances and your family’s as one plan.
Attorneys
Draws, distributions, capital calls, and a bonus that may or may not land in December. We plan around income that does not come evenly.
Business owners
You set your own income and most of your wealth is in the business. Entity, compensation, retirement plan and exit are one decision.
Executives and high earners
RSUs, deferred comp, commissions and bonuses on someone else’s calendar. We time what you cannot control and invest what arrives.
Not on the list?
The common thread is a household with real complexity and no time to manage it alone. Book a conversation and we will tell you honestly whether we are the right fit.
What is the same for everyone
One relationship, one person, no paper.
Fee-only advisory: fees typically start around 1% of managed assets and step down from there. No minimum fee; our minimum is $250,000 in managed assets or a clear path to it, and planning can begin without moving any accounts.
Electronic everything
Agreement, account paperwork and signatures from your phone. Accounts open at Altruist, usually within a few business days.
A secure portal, not email
Documents move through a secure portal. Meetings by video when that is easier, downtown when it is not.
Your plan and your documents, any hour
Your plan, your accounts and your estate documents live in your own logins, around the clock.
One person who knows all of it
Jeremy builds the plan, reviews every account, and answers when you call.
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
- 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