Baldwin Partners Group, LLC
Fee based financial planning and portfolio management. $250K min.
Financial Advisers in Pacific Palisades, CA
We believe in the principles developed by John Bogle, founder of The Vanguard Group. These principles simply state that investors should strive to capture the market return at a very low cost, expressed primarily by owning index funds. We create an investment plan based on these principles, in the context of a holistic financial analysis that encompasses estate planning, retirement or college costs, and other life events.