About
About Jeremy D. Baldwin
Jeremy's work sits at the intersection of personal finances, business ownership and the decisions families make about the future. He helps people organize those moving parts, understand their options and act with greater clarity.
Oklahoma roots
Based in Oklahoma City. Serving all of Oklahoma.
Jeremy is based in Oklahoma City and serves individuals, families and businesses across Oklahoma.
His office sits on West Main Street in downtown Oklahoma City, a short walk from the Myriad Botanical Gardens and the Oklahoma City National Memorial, and he meets with clients across the metro and the state.
How Jeremy works
Understand the whole picture before recommending anything.
Most consequential financial decisions touch several areas at once: a practice buy-in affects cash flow, taxes and retirement timing; a business sale changes what insurance is needed and how much risk a portfolio should carry; a decision to retire early depends on healthcare costs as much as on investment returns.
Jeremy's process starts by mapping those connections honestly, then laying out the realistic tradeoffs in plain language. The goal is a deliberate decision the client understands and can live with, not a product sale.
- Listen first. The initial conversation is about what is actually on your mind, not a presentation.
- Explain the tradeoffs. Every option has a cost. Jeremy's job is to make those costs visible before you commit.
- Coordinate. Where a CPA, attorney or benefits administrator is already involved, the plan is built to work alongside them.
- Keep it current. Plans are revisited as life, business and markets change.
Who Jeremy works with
People whose finances and work are closely intertwined.
Jeremy's clients tend to be busy professionals and owners whose personal finances are tied to a practice, a firm or a company, and pre-retirees who want several moving parts brought into one coherent plan.
- Physicians
- Dentists
- Attorneys
- Business owners
- Pre-retirees
- Executives
Two firms, one perspective
Advice on one side, employee benefits on the other.
Jeremy is an Investment Adviser Representative at Baldwin Financial, LLC, an investment adviser registered with the State of Oklahoma that provides financial planning and investment advisory services to professionals, families and business owners.
He also owns The Baldwin Insurance Firm, LLC, an independent employee-benefits agency that helps Oklahoma businesses evaluate and manage health, dental, vision, life and disability coverage for their teams.
The two firms are separate entities with different regulatory frameworks. Running both gives Jeremy an unusually complete view of how a business owner's personal plan, company benefits and insurance decisions fit together.
Registrations
Credentials and public records.
Jeremy D. Baldwin is an Investment Adviser Representative of Baldwin Financial, LLC (CRD #324725), an investment adviser registered with the State of Oklahoma. Registration does not imply a certain level of skill or training.
The firm's Form ADV and Jeremy's individual registration record are available through the SEC's Investment Adviser Public Disclosure website, and Form ADV Part 2 is available on request.
Next step
If this sounds like the kind of help you are looking for, start a conversation.
Advisory relationships begin through Baldwin Financial. Employee-benefits questions go to The Baldwin Insurance Firm.