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Firms / New Hampshire

Bcas

Bedford, NH. Legal name: Baldwin & Clarke Advisory Services LLC

5 advisors$466 million managed

About the firm

A registered investment advisory firm based in Bedford, New Hampshire. It manages about $466 million for roughly 269 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.1 million
Assets under management ?$466 million
Individual clients269
Median years of experience33
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Advisors at Bcas

5Advisors
33Median years of experience
1States with offices
–Offices
5 advisors · Bcas
Bcas
40yrs
Charles Baldwin
Financial advisor
1 Bedford Farms Drive Suite 102
Bedford, NH 03110
Top advisor by experience at Bcas
ChFC
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Bcas
33yrs
Scott Lavalley
Financial advisor
1 Bedford Farms Drive Suite 102
Bedford, NH 03110
Top 10% by experience in New Hampshire
CFP®ChFC
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Bcas
33yrs
Sean Clarke
Financial advisor
1 Bedford Farms Drive Suite 102
Bedford, NH 03110
Top 11% by experience in New Hampshire
Fiduciary
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Bcas
31yrs
Laura Robitaille
Financial advisor
1 Bedford Farms Dr, Suite 102
Bedford, NH 03110
Top 13% by experience in New Hampshire
Fiduciary
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Bcas
11yrs
Noah Kabbara
Financial advisor
1 Bedford Farms Dr Suite 102
Bedford, NH 03110
11 years in the industry
FiduciaryPlanningInvesting
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Also known as

Baldwin & Clarke Advisory Service LLC · Baldwinclarke · Baldwin & Clarke Advisory Services, Inc. · Baldwin & Clarke Advisory Services LLC

About Bcas

How do I contact Bcas?

Call the main office at (603) 668-4353. The main office is at 1 Bedford Farms Dr Suite 102, Bedford, NH 03110.

How is Bcas paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Bcas offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers.

How many advisors work at Bcas?

We list 5 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.