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Our Firm / Burnham Gibson

PROTECTING THE POSSIBLE

Welcome to The Baldwin Group


The Baldwin Group is an award-winning, entrepreneur-led advisory firm delivering insurance, risk mitigation, employee benefits, retirement and wealth management solutions for businesses and individuals.

WE HAVE UPDATED OUR BRAND

Burnham Gibson Wealth Advisors and our partner firms have unified as one brand, The Baldwin Group


Welcome to our new baldwin.com site, where you will find all the same great client resources and more, including:

Your continued partner for success

As our valued clients, you are front and center through this evolution, and we will continue to deliver the exceptional customized services that you know and love. We’ve been carefully laying the foundation over the past several years to build something even better, and as your insurance needs grow, we’ll grow with you to help fully protect all your possibilities.

What stays the same:

  • Your dedicated team
  • Your personalized services
  • Your plans and offerings

What you gain:

  • More access to expanded industry and product line expertise
  • More national resources, servicing all 50 states
  • More international offerings for commercial risk and employee benefits
  • More access to The Baldwin’s Group’s broad relationship with carrier partners for optimized terms and pricing
  • More possibilities and full integration of offerings for business insurance, employee benefits, retirement, private client, wealth management, and personal insurance

View a message from our CEO about this brand transformation:

Explore baldwin.com

Business Insurance

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Employee Benefits

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Private Client

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Personal Insurance

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Investment advisory and asset management services are offered by investment adviser representatives (IARs) through The Baldwin Group Wealth Advisors, LLC CRD# 312284, a registered investment adviser, and indirect subsidiary of The Baldwin Group Financial Services Holdings, LLC and The Baldwin Insurance Group, Inc. (The Baldwin Group). Please note that although The Baldwin Group Wealth Advisors, LLC is a “registered investment adviser”, readers should be aware that registration with the SEC or any state securities authority does not imply a certain level of skill or training. Our Form CRS provides more information about us. FSC.2024.68

The Baldwin Group Investment Adviser Representatives (IARs) may also be separately and apart from The Baldwin Group registered representatives offering securities products through one of the following unaffiliated third party broker dealers:   

Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA/SIPC. (Equitable Financial Advisors in MI & TN), as well as agents offering insurance and annuity products through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice.  The Baldwin Group is not affiliated with Equitable Advisors or Equitable Network.     
                          
Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIP.  Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra is not affiliated The Baldwin Group or with other entities referenced. Kestra Financial, Inc. is a subsidiary of Kestra Holdings.     
 
Purshe Kaplan Sterling Investments, member FINRA/SIPC.  Headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and The Baldwin Group are not affiliated companies. FSC.2024.69
 
This financial strategy communication is for informational purposes only and does not purport to be a complete statement of all material facts related to any lifestyle, goals, or strategies mentioned. Performance representations should not be taken as an indication or guarantee of future performance. No representation or warranty expressed or implied, is made regarding future performance or timeframes. The opinions expressed reflect our judgment now and are subject to change without notice and may or may not be updated. FSC.2024.71

The Baldwin Group Wealth Advisors, LLC (CRD# 312284) does not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. FSC.2024.76

Happy busy executive management team office people having business meeting.

THE BALDWIN DIFFERENCE

Open the door to possibilities 

The Baldwin Group is here to support your business or individual insurance needs. Explore new ways to protect what’s possible.

Connect with us

Click BrokerCheck for information regarding the third-party broker dealers utilized by The Baldwin Group Wealth Advisors, LLC.