Leigh Baldwin Advisory

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About

Built on Trust. Growing With You.

Leigh Baldwin standing on porch of office with Leigh Baldwin & Company sign in background

The firm was founded in 1991 by Leigh Baldwin, whose goal for the company was and is to serve as an investment firm devoted to the client relationship. Throughout the past 30 plus years, the company has evolved, advanced, and expanded into a full-service investment brokerage firm, all without compromising on their primary ideology to treat all investors equally.

As an early pioneer in the independent investment firm space, Leigh Baldwin & Co. has emphasized long-term performance enhanced by continuous, on-going risk management.  In addition, the company believes that by keeping costs low and by always questioning the rationale of the favored crowd, clients may rely on them to achieve their financial goals.

The entrepreneurial spirit and structure surrounding the firm has led it to grow from 2 people to over 70 financial professionals across 12 states, responsible for over $3.1 Billion dollars in customer assets (as of 12/31/24).

Our Purpose

From the first conversation to the ring of the Dream Bell, our purpose is to help you live the life you've built—on your terms, and at your pace.

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Our Values. Our Promise.

At Leigh Baldwin Advisory, everything we do is guided by our deep responsibility to the people we serve. From the clients who entrust us with their life savings to the communities we call home, our commitment is built on integrity, respect, and a drive to always do what’s right for today, tomorrow, and for generations to come.

We believe our first responsibility is to our clients—their families, and their future generations. With trust comes the responsibility to act with integrity, quality, and care.

  • Every client is treated with respect, regardless of portfolio size
  • We prioritize clear, logical strategies and low costs
  • Our service is prompt, courteous, and professional
  • We support and value the employees and independent reps who represent our brand
  • Fairness, security, and loyalty are the cornerstones of how we treat our team
  • We work with vendors and partners who share our commitment to ethical, win-win relationships
  • Strong internal policies ensure we operate with fiscal responsibility and accountability

We’re proud to give back—to our communities, to charitable causes, and to the future.

  • We believe in sharing our success
  • We reinvest in innovation, development, and resilience
  • Long-term thinking ensures we remain strong—for our clients, our team, and our towns
Fidelity

National Financial Services (NFS) LLC is a Fidelity Investment company and has been Leigh Baldwin & Co.’s clearing firm since March of 1992. Fidelity Investments has $15.1 Trillion in total Assets Under Administration (AUA) as of 12/31/2024. Furthermore, Fidelity has over 1000+ cybersecurity professionals with 24×7 monitoring for vulnerability detection and extensive controls.

NFS serves to over 3,400+ 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. NFS and Fidelity data as of 12/31/2024.

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