logo
logo

Baldwin Brothers Partners With Merchant Investment Management to Fuel Next Stage of Firm’s Evolution

Nov 10, 2020•over 4 years ago
Marion

Description

Independent wealth advisory firm Baldwin Brothers, LLC today announces its partnership with Merchant Investment Management, LLC to ignite the next phase of the firm’s growth. The $1.2 billion RIA, founded in 1974, has received a minority equity investment from Merchant designed to propel the firm’s expansion initiatives.

Company Information

Company

Baldwin Brothers, Llc

Location

Marion, North Carolina, United States

About

Baldwin Brothers is an independent financial advisory firm with approximately $1.2 billion in assets under management, working to create, build and preserve wealth for our clients. Since 1974, we've been redefining the client experience through highly personalized attention, by crafting portfolios and strategies that reflect the individual point of reference of the people with whom we work. The results are investments that have true and meaningful impacts on our clients' financial future, the next generation and the world around us. For additional information, please visit: www.baldwin-llc.com.