Stocks, bonds, ETFs, and mutual funds remain the foundation of most wealth strategies—but at Baldwin Financial, we take them further. Our approach combines tech-driven tax strategies with fully customized portfolios designed around your goals, risk tolerance, and values. We don’t believe in cookie-cutter solutions; we listen deeply to what matters most to you and build a plan that reflects your vision for growth, income, and legacy.
Digital assets include cryptocurrencies like Bitcoin and Ethereum—innovative tools that can diversify your portfolio and unlock new growth opportunities. At Baldwin Financial, we help you invest wisely, choose the right accounts (retirement or taxable), and integrate crypto into a tax-smart, secure strategy that aligns with your goals.
Your success comes with complexity—tax challenges, cash flow decisions, and the need for a strategy that goes beyond ordinary advice. We specialize in customized plans for high-achieving professionals like you. Whether you’re building a business, leading a company, or managing a demanding career, we combine tech-driven tax strategies with personalized wealth planning to simplify your financial life and protect your legacy.
If you’re an entrepreneur, business owner, executive, attorney, or physician, this is your invitation to work with a team that understands your world—and helps you thrive in it.
True diversification means going beyond the stock market. Our Alternatives strategy focuses on assets that are non-correlated to traditional markets, helping you reduce risk and capture unique opportunities.
This includes:
We combine tech-driven oversight with deep expertise to integrate these alternatives into a fully customized wealth plan—aligned with your goals, risk tolerance, and legacy.
(Most require Accredited Investor status.)
Jeremy D. Baldwin, Founder and CEO of Baldwin Financial, LLC, brings a wealth of expertise in wealth management and financial planning to help clients transform their financial goals into reality. With a comprehensive understanding of investment strategies, asset allocation, and long-term financial security, Jeremy is committed to guiding individuals and families toward confident, purpose-driven financial futures.
Jeremy’s career in the financial industry began in 2008 with a leading financial services firm established in 1862. Over the years, he sharpened his skills, founding multiple ventures and empowering clients to maximize their financial potential. In 2021, Jeremy partnered with his wife, Kelsey, to expand their impact, and in 2023, he launched Baldwin Financial, LLC, a privately owned Registered Investment Advisory (RIA) firm. This milestone allowed Jeremy to offer independent, client-focused wealth management services, free from the limitations of broker/dealer affiliations, ensuring tailored solutions aligned with each client’s unique needs.
Deeply engaged in his community and global causes, Jeremy serves on several boards, contributing to local and humanitarian initiatives. Based in Edmond, Oklahoma, he enjoys quality time with his wife and son, traveling to new destinations, and indulging in culinary adventures.
A leader driven by a passion for helping others achieve their best, Jeremy draws parallels from his accomplishments as an endurance athlete. His disciplined mindset has led to remarkable achievements, including a second-place finish in the Redman Triathlon 70.3 in Oklahoma City in 2017 and a first-place win in his age group at the 2018 long-distance triathlon national championships, covering 140.6 miles. Jeremy’s commitment to excellence shapes his approach to wealth management, inspiring clients to pursue their financial aspirations with confidence and clarity.
Amber is originally from Houston, Texas and focuses on creating a wonderful client experience over the phone. She is a team trainer and specializes in telecommunications and customer service. Amber enjoys spending time with her four dogs and has an (almost) unhealthy obsession with hot sauces.
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