Planning
with Purpose

Personalized financial planning and wealth management designed to help you achieve your dreams.

Financial Guidance Built Around You

Since 1991, Leigh Baldwin & Co. has been guided by one simple principle: every investor deserves personalized care and respect. We deliver thoughtful, long-term investment strategies rooted in disciplined risk management. By remaining fiercely independent and questioning the crowd, we keep the focus where it belongs—on your goals and peace of mind.

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A Simplified, Diversified Approach

Through thoughtful strategy, responsive service, and a belief in long-term relationships over short-term wins, we empower individuals and families to pursue the life they want–while providing knowledge, support, and partnership to help them get there.

Financial Planning

An overall process of determining our client’s financial goals and how to achieve them.

Investment Management

An overall process of determining our client’s financial goals and how to achieve them.

Retirement Planning

When should I retire? What does my retirement look like? Do I have enough saved to retire? Our approach looks at all variables to help our clients live comfortably in retirement.

Insurance

Planning for the future and any unexpected life events can be hard. Our insurance products can ease the stress while protectign your family.

Financial Planning

An overall process of determining our client’s financial goals and how to achieve them.

Investment Management

An overall process of determining our client’s financial goals and how to achieve them.

Retirement Planning

When should I retire? What does my retirement look like? Do I have enough saved to retire? Our approach looks at all variables to help our clients live comfortably in retirement.

Insurance

Planning for the future and any unexpected life events can be hard. Our insurance products can ease the stress while protectign your family.

The LBA Difference

We believe financial planning should feel less like a transaction and more like a conversation. That’s why we created The Loop Method. A thoughtful, client-centered approach designed to keep your goals at the heart of every decision.

Our Process

Listen

We start with your story.

persOnalize

We tailor the approach to your unique goals.

Optimize

We design a simplified, diversified strategy.

Plan(ning)

We map out clear, actionable next steps.