Focus Partner Firm Buckingham Adds 2 RIAs
The new wealth groups — one of which is an all-female team — work with a combined $343 million in client assets.
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.”
GreenCourse is led by CEO Dale Lindhorst and Maryann Vognild, CFP, principal and director of planning.
“We foresee a seamless transition for our seven-member financial planning and wealth management team, and our client base, which will now have access to all the resources of a large, nationally recognized firm,” Lindhorst said in a statement.
The GreenCourse team will serve clients from the St. Louis area.
Buckingham’s latest news comes on the heels of Focus Financial’s purchases of InterOcean, a $2.5 billion RIA in Chicago, and Seasons of Advice Wealth Management, $675.5 million RIA with a focus on environmental, social and governance investing that is based in New York.
Seasons of Advice is the 12th deal for Focus Financial this year. The group now includes 66 partner firms working in four countries with over $200 billion in combined client assets.