Dave Baldwin - LS Investment Management

About Us

Financial planning and advice.

LS Investment Management? was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to simplify your financial life by taking all the pieces of your financial plan and putting them in place. Each plan and puzzle is unique. Some of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The Interlocking FORMula?, helps you pursue your financial independence.

Perhaps our most important revelation over the years is that we can't be all things to all people and deliver the level of service and commitment that you, our ideal client, deserve. That’s why we work on a referral-only basis. We don't advertise and purposely limit the number of clients we work with. This enables us to devote our time and resources to thoroughly understanding your needs. We developed and refined our proprietary process, The Interlocking FORMula?, to help you meet your individual financial goals.

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As your financial advisors, we believe your goal of achieving financial independence must be at the core of our philosophy and planning strategy. The relationships we are most philosophically aligned with are not defined by money or investments, but rather the attitudinal qualities of people most like ourselves.