Baldwin Brothers (BB) Background & Overview Overview

General Information

Baldwin Brothers (BB) is a multi-family office headquartered in Marion. The firm provides comprehensive wealth management, investment advisory, and family governance services to multiple high-net-worth families. Its team works closely with clients to address estate planning, tax strategy, and philanthropic objectives. Baldwin Brothers (BB) emphasizes a disciplined approach to asset allocation and risk management—supports families in preserving and growing capital across generations.