Financial Expertise
Specializing in intergenerational income tax, estate and financial planning services for corporate executives and high net worth individuals.
Baldwin Advisory, LLC is Now Clearstead Advisors, LLC
On August 1st,2024, Clearstead Advisors, LLC, a Registered Investment Advisor with the SEC (“RIA”), acquired Baldwin Advisory, LLC (“Baldwin Advisory”). Baldwin Advisory will rebrand as Clearstead, and Shirley Baldwin, CPA, CFP®, the founder of Baldwin Advisory, will become a shareholder in the firm. Shirley will continue to lead her team of eleven professionals in Norfolk, VA. To learn more about Clearstead Advisors, please visit: clearstead.com
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