Privacy policy.

What we collect

To deliver advisory services, Baldwin Financial, LLC collects nonpublic personal information about you, including information you provide directly (name, contact details, income, assets, liabilities, tax returns, estate documents, beneficiary designations and family circumstances) and information received from custodians, plan administrators and other institutions you authorize us to contact.

If you use the contact form on this website, we receive the name, email address, telephone number, and message you submit. If you schedule through our scheduling provider, that provider collects the information you enter and shares it with us.

How we use it

We use your information solely to provide, administer, and improve the advisory services you have engaged us for, to communicate with you, and to comply with legal and regulatory obligations. We do not sell your personal information, and we do not share it for third-party marketing purposes.

When we share it

We may share information with service providers who help us operate the firm, including our custodian, planning and portfolio software providers, our scheduling and email providers, and our compliance consultants, and with professionals you ask us to coordinate with, such as your attorney or CPA. These parties may use the information only for the purpose for which it was provided. We may also disclose information where required by law, regulation, subpoena, or regulatory examination.

How we protect it

We maintain physical, electronic, and procedural safeguards intended to protect your information, and we restrict access to those who need it to perform their work. No method of transmission or storage is completely secure, so please do not send sensitive personal information by unencrypted email or through this website’s contact form.

Former clients

If you end your relationship with the firm, we continue to treat your information under this policy and retain records for the period required by applicable recordkeeping rules.

Cookies and analytics

This website does not set advertising or tracking cookies. Typefaces are loaded from Google Fonts, which receives your IP address as part of that request.

Questions

To ask about this policy or request a copy of the firm’s privacy notice, contact hello@baldwin.financial or (405) 266-7856.

This policy should be reconciled with the firm’s Regulation S-P privacy notice and reviewed by compliance counsel before publication.