What departments does Baldwin Wealth Partners have?

Baldwin Wealth Partners has employees across 3 departments including Entrepreneurship, Finance, Analytics.

What is the largest department at Baldwin Wealth Partners?

The largest department at Baldwin Wealth Partners is Finance with 2 employees.

Where are Baldwin Wealth Partners employees located globally?

Baldwin Wealth Partners has employees across 1 continents and 1 countries including United States Of America.

How has Baldwin Wealth Partners's team size changed over time?

Baldwin Wealth Partners's team has decreased from approximately 20 to 17 employees based on available data.

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Baldwin Wealth Partners Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Baldwin Wealth Partners is an independent financial services firm focused on wealth management and family office services. Founded in 1974 and based in Marion, Massachusetts, the firm emphasizes integrity, diligence, and independent thinking as the foundation of client relationships. It crafts portfolios and strategies tailored to each client’s reference point, prioritizing highly personalized attention.

The firm positions itself as an independent advisor, offering unbiased, comprehensive investment advisory and family office services for individuals and families. In January 2026, Baldwin Wealth Partners expanded through the acquisition of KLR Wealth Management, signaling growth within its regional footprint.

Baldwin Wealth Partners Global Highlights

North America
48

United States Of America
48

Baldwin Wealth Partners's Leadership

R. A.
President
Mobile Phone
Email
B. L.
Owner
Mobile Phone
Email
K. R.
Director Of Client Management And Financial Planning
Mobile Phone
Email
K. F.
Lead Trader And Compliance Administrator
Mobile Phone
Email
Z. S.
Investment Analyst
Mobile Phone
Email
A. P.
Associate
Mobile Phone
Email

Baldwin Wealth Partners Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Business
Legal
Other
Administrative

Contact profiles from Baldwin Wealth Partners

Name

Title

Contact

Location

Last Update

B. L.
Owner
Mobile Phone
Email
Oct 22, 2024
R. A.
President
Mobile Phone
Email
Oct 16, 2024
K. R.
Director Of Client Management And Financial Planning
Mobile Phone
Email
Oct 22, 2024
K. F.
Lead Trader And Compliance Administrator
Mobile Phone
Email
May 28, 2025
Z. S.
Investment Analyst
Mobile Phone
Email
May 07, 2026
A. P.
Associate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Baldwin Wealth Partners known for?

Baldwin Wealth Partners was founded in 1974 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-508-748-****

. Explore Baldwin Wealth Partners's company overview page for more information.

What is Baldwin Wealth Partners's most common email format?

Baldwin Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baldwin Wealth Partners email formats with LeadIQ.

How many employees does Baldwin Wealth Partners have currently?

Baldwin Wealth Partners has approximately 24 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Baldwin Wealth Partners's key employees and leadership?

As of July 2026, Baldwin Wealth Partners's key employees include:

President: R. A.
Owner: B. L.
Director Of Client Management And Financial Planning: K. R.
Lead Trader And Compliance Administrator: K. F.
Investment Analyst: Z. S.

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Baldwin Wealth Partners Employee Directory

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