Continually Relevant Perspectives
As independent advisors, Baldwin Brothers is free to choose the brightest, best, and most experienced partners to work with us in providing relevant and constantly fresh perspectives from the market and various industries. Our leading partnerships include:
The Marion Institute
Founded in 1992, the Marion Institute is dedicated to identifying and promoting programs that seek to enhance life for the Earth and its inhabitants. They are committed to uniting people who want to heal the planet – and themselves – by encouraging a deeper understanding of the past, a dynamic experience of the present, and a passionate vision of a healthy future. The Marion Institute seeks to engage the widest possible number of people in seeing, connecting and participating in new ways that best support their own lives, and those of the wider community at large.
The Marion Institute introduces innovative models for creating deep and positive change, empowering individuals by connecting them to these programs, thus encouraging effective transformation.
WJ Financial Advisors
Wallace Jones is the Founder and President of WJ Financial Advisors, a boutique investment management firm with an extensive background in energy, finance, equity valuation and portfolio management. He has worked with GreenTech Research, LLC, one of the first long/short CleanTech focused hedge funds and has structured portfolios for individuals with an interest in and understanding of sustainability-themed investing. Prior to starting WJ Financial Advisors, Mr. Jones was the CFO of a $20MM privately-held company. His career has also included management and analyst positions within the advisory business of Ernst & Young, LLP. Wally was also responsible for launching and growing the Energy Technology investment banking practice at Adams, Harkness and Hill (now CanaccordAdams) where he forged relationships with some of the pioneers of the industry. Mr. Jones is a cum laude graduate of Georgetown University. He earned his MBA from the Kellogg Graduate School of Business at Northwestern University. He is a CFA charterholder and a member of the Hartford CFA Society.
