Helping People Build & Preserve Wealth
ABOUT MBFS
Meighan Baldwin Financial Services is committed to offering financial and retirement planning solutions and building a team of passionate and driven entrepreneurs.
Specializing in retirement and business planning, we empower individuals, families, and business owners across the United States to build stronger, more secure financial futures.
We customize financial solutions based on client goals, needs and expectations - building trust and lifelong relationships. We are not product driven, but rather guided by the principles of financial integrity and the intention to protect people’s wealth and offer them the best retirement plans for their future.
About the Founder
Meighan Baldwin expands upon an extensive 20+ year professional career in sales, publishing, marketing, and philanthropy with a developed focus on financial planning and retirement solutions. Originally from the Midwest and a suburb of Chicago, Meighan graduated from the University of Michigan - Ann Arbor with a B.A. in Psychology and a Major Concentration in Spanish. Following an established career in sales, Meighan now dedicates her time to helping families plan for their best financial futures and looks to expand her business partnerships throughout the SF/Bay Area and across the U.S. Meighan resides in the Bay Area with her husband Paul and their three children.
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Why MB Financial?
As a non-captive broker, MBFS partners with A-rated finance and insurance companies and does not charge any consulting fees. We offer clients the flexibility to compare quotes from top industry financial companies, evaluating the features and benefits, and finalizing the best custom solutions. We are here to educate and offer advice to clients in any stage of their financial planning - no task is too small, no goal is too high - we are here to set individuals and families on the path to financial security.
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