Baldwin & Associates to Join Buckingham Strategic Wealth
St. Louis, September 1, 2020 – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) today announced that Baldwin & Associates (“Baldwin), a registered investment advisor based in Indian Harbour Beach, Florida, is joining Buckingham.
Baldwin’s all-female team of advisory professionals will become part of the Buckingham team upon completion of the transaction, which is expected to close in the fourth quarter of 2020. The team will continue to serve clients from its beachside location near Melbourne, Florida.
Baldwin was founded by Mary E. Baldwin, CFP, in 1997.
“It is an honor to have Mary, Dottie Bourlier and the rest of the Baldwin 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,” said Justin Ferri, chairman, Buckingham Strategic Wealth. “Over the last 20 years, Mary has built a sterling reputation and a loyal client base for Baldwin, which we look forward to welcoming to the Buckingham family.”
“Our philosophy has always been clients first,” said Mary Baldwin. “Buckingham is a natural fit for our clients and our team because of our emphasis on holistic financial planning, our fiduciary philosophy and our client-first firm culture. 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.”
“As we went through this search process there were some important boxes to check that got straight to the heart of who we are – NAPFA members, fee-only, providing comprehensive financial planning,” Baldwin continued. “Buckingham was a match on all of the key values and there wasn’t any arrogance from anyone we worked with, just a willingness to partner and help us better serve our clients.”
“We feel Baldwin’s dedication to client service and their investment philosophy dovetail perfectly with our core values: Passion to Progress, Passion to Serve, Passion to Do Right,” added Ferri.
Mary has been a member of the National Association of Personal Financial Advisors (NAPFA) for over 20 years. Active in the community, she is a past President of the Brevard County Estate Planning Council and currently serves on the board of Neighbor Up Brevard, a community development organization in Melbourne, Florida. Mary has also participated in board activities for the Women’s Business Center at her alma mater, Florida Institute of Technology, where she earned her MBA.
Ferri concluded, “We foresee significant opportunities to help even more clients in the Central Florida region as we continue expanding Buckingham’s presence in the state.”
For more information on how Buckingham partners with top advisors, please visit www.PartnerWithBuckingham.com.
About Buckingham Strategic Wealth
Buckingham Strategic Wealth, LLC helps individuals, families, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important life and financial goals by creating customized, comprehensive, evidence-based financial plans. Buckingham’s investment philosophy is rooted in an academic approach tailored to address each client’s willingness and ability to accept market risk. As a registered investment adviser, Buckingham has a fiduciary obligation to its clients. Buckingham’s investment approach centers on modern portfolio theory implemented through passively managed mutual funds and the firm’s fixed income portfolio design and execution capabilities. Headquartered in St. Louis, Buckingham has 41 offices in 22 states. For more information, visit www.BuckinghamSW.com.
Buckingham Strategic Wealth and the community of independent advisors that make up Buckingham Strategic Partners collectively manage or administer more than $50 billion as of June 30, 2020.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Buckingham’s current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Buckingham’s operations and business environment, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Buckingham on the date of this release. Buckingham does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Buckingham may be found in the filings with the Securities and Exchange Commission made by Focus Financial Partners (of which Buckingham is a partner firm).