Baldwin CPAs, PLLC was organized after the merger of Baldwin & Associates, PLLC and Christian, Sturgeon & Associates, PSC effective November 1, 2009. The firm since merged with Suzan Haughaboo Ross, Certified Public Accountant effective January 1, 2011. The predecessor firms trace their community roots back over 60 years.
With four locations and a secure web portal for its clients, Baldwin CPAs provides accounting, tax planning, business valuation, and a variety of other services to businesses and individuals in central Kentucky.
Myron D. Fisher, CPA said, “The merger allows us to offer full service investment services and wealth management to clients.” This growth area will help Baldwin provide a comprehensive package of tax and investment services. Through this merger Baldwin couples its tax and accounting services with the 20 years of wealth management experience Suzan Ross brings to the table.
This synergistic merger inspired the creation of Baldwin Wealth, a financial services company offering wealth management services to the central Kentucky region. Baldwin Wealth is a separate entity, but through this relationship Baldwin clients will receive tailored services not previously offered.
“Because of many of the services offered through Baldwin Wealth, I am able to help my clients achieve their financial goals,” Suzan Ross, Financial Advisor with Baldwin Wealth said. “These include long-term care and life insurance, traditional investment services, as well as managed money platforms. I am very committed to working closely with clients to help them make informed financial decisions that suit their needs.”
Baldwin CPAs’ services include, but are not limited to, accounting for businesses and individuals, bookkeeping and payroll, tax planning and preparation, audits, business valuations, certified fraud examinations, forensic accounting and litigation services, and employee benefit plan audits. They have focused areas in accounting and auditing for small business, water districts, construction groups, governmental and non-profits, financial institutions and peer review.
“Baldwin is dedicated to strategies that enhance the well being and success of our people and clients,” said G. Alan Long, CPA, CITP, managing member of Baldwin CPAs. “That is our mission statement and we believe in it wholeheartedly. The firm stands on the core values of Integrity and Honesty, Respect and Trust, Personal development and Growth, Accountability and Responsibility, and Innovation.”
Investment and insurance products distributed by Genworth Financial Securities Corporation, member FINRA/SIPC and licensed insurance agency (dba Genworth Financial Securities and Investment Services in CA); Investment advisory services are offered through Genworth Financial Advisers Corporation, an SEC Registered Investment Adviser. Home office at 200 N. Martingale Road, Schuamburg, IL 60173. 888 528.2987.
Baldwin Wealth, LLC is not affiliated with Genworth Financial Securities Corp. or Genworth Financial Advisers Corp.