Financial Planning

Financial Planning

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

Investment Management

Investment Management

Developing long-term or short-term strategies based on our client’s specific needs and risk tolerance.

Retirement Planning

Retirement Planning

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

Insurance

Insurance

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

What is your dream?

You do the dreaming, we’ll do the math.
— Leigh Baldwin

Leigh Baldwin & Co. (LBC), LLC has been an SEC registered RIA since June of 2008. We manage discretionary account portfolios based upon the client’s risk tolerance, future goals, and financial well-being. LBC Advisory Services offers clients comprehensive financial planning, investment management, retirement planning, and insurance. As of 1/17/23, LBC Advisory Services managed over $179 million in discretionary assets.

National Financial Services LLC is a Fidelity Investment company and has been Leigh Baldwin & Co.’s clearing firm since March of 1992. Fidelity is the largest clearing and custody firm on Wall Street, with $4.1 billion in excess net capital. Collectively, the Fidelity brokerage platform has $2.9 Trillion in assets (AUA) and processes 500 million+ transactions per day.

NFS offers Integrated Brokerage Solutions to over 3600+ Advisory firms served by their Clearing and Custody team. Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry partners. This holistic, solutions-oriented approach is designed to help client firms attain competitive advantage by driving growth, creating efficiency, and managing risk.

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