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September 03, 2020 at 10:27 AM
Mary Baldwin (left) and Dottie Bourlier of Baldwin & Associates.
Buckingham Strategic Wealth, which added popular industry figures Michael Kitces and Jeff Levine earlier this year, has two new RIAs: the all-female team Baldwin & Associates of Indian Harbour Beach, Florida, and GreenCourse Financial Advisors of Chesterfield, Missouri.
The new wealth groups that are now part of Buckingham — which joined Focus Financial Partners in 2007 — work with a combined $343 million in assets, according to their latest filings with the Securities and Exchange Commission.
Mary Baldwin, a certified financial planner, founded Baldwin & Associates in 1997 and has been a member of the National Association of Personal Financial Advisors for over 20 years.
“Joining a nationally recognized firm with industry leaders in evidenced-based investment, compliance and back-office support will enable us to have more time to focus on our clients as we help them achieve their goals,” Baldwin said in a statement.
According to Buckingham Strategic Wealth Chairman Justin Ferri, “It is an honor to have Mary, Dottie Bourlier and the rest of the Baldwin & Associates advisory team join Buckingham. We are thrilled for our two teams to join forces, and I truly believe that their addition makes us a better organization.”
