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