We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
Responsive Financial Group Inc. is led by Benjamin G. Baldwin III, CFP®, ChFC, CeFT®, the 3rd generation of Ben Baldwins at this since 1938!) Ben's own experience in the industry goes back to 1989 and includes insurance sales, securities brokerage. Through long experience, education and a lifetime of lessons learned; military service, raising children, caregiving, widowhood, remarriage and divorce and the accumulated lessons of our clients over the last 37 years, I won't say we have seen it all, but almost.
We are a very tech forward firm and work with clients nationwide. Ben has taken meetings from as far away as Kathmandu, Nepal. We are a fee-only full-time fiduciary to all of our clients. We do not sell insurance or securities products of any kind and take no compensation from any source except from our clients based upon a contract with them. We are paid for our investment advisory services is such a way that we do better only when you do better. This is as opposed to advisors who are agents and/or brokers who are compensated solely based upon what and how much you buy of things, or "fee-based" advisors, who may be compensated BOTH ways. Either of these business models is OK, we do not disparage them, in fact for some needs we recommend them to you. But for us, we prefer to remain above that fray, on your side of the table, looking at the field with you and helping you decide what is better for you. In fact, because of the way in which we deliver our services, there is not a single security or financial product of any kind that you would have to surrender or change in order to fire us. We just disconnect from anyplace you have given us permission to assist and or have discretion to manage on your behalf. Everything you have established can stay right where it is under your full control at all times.
So reach out. We will see if we are a good fit for each other and if we think you would be better served in some way other than our way, we will give you some suggestions. We are limited in how many new clients we can serve this way, so it is not to our advantage to try to get your business if we are not a good fit.
