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Proudly Serving

Melbourne

Buckingham Strategic Wealth Melbourne offers diverse wealth planning services that impact our clients’ holistic financial lives. We know as wealth grows, so does the complexity of planning. We understand everyone’s financial life is different, so we work with clients to help them navigate personalized wealth planning to understand their needs, identify opportunities and future goals, and plan holistic strategies and solutions.

Our team offers client focused, comprehensive financial advice and wealth management grounded in evidence-based investment strategies. Our goal is to provide guidance for people to create the life they want. For more than 20 years, our team has offered direction and education to our clients, so they have confidence when it comes to their financial futures.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Creation
  • Social Security Optimization Strategies
  • College Savings Plans
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Analysis
  • Charitable Gifts Planning
  • Coordination with Other Consultants (CPA, Attorney)
  • Business and Succession Planning
  • Educational Resources and Events
  • Estate Planning Consultation
Connect With Us
Mary Baldwin, CFP<sup>®</sup>
Wealth
Advisor
Mary Baldwin, CFP®
Dottie Bourlier, CFP<sup>®</sup>
Wealth
Advisor
Dottie Bourlier, CFP®
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Your Melbourne Team

As fee-only advisors, Buckingham embraces a fiduciary standard and that means providing objective guidance that isn’t clouded by commissions or selling products. The advice we provide is based on the latest academic and scientific research and, most important, is in our clients’ best interests.

The Buckingham Strategic Wealth Melbourne team builds comprehensive, goal-oriented plans based on evidence so clients can achieve their definition of financial success. They develop highly personalized relationships with their clients while collaborating with Buckingham’s nationwide network of specialists and tapping into a deep collection of resources.

Melbourne

2000 S. Patrick Dr. Suite 6
Indian Harbour Beach, FL 32937
321.428.4555
info@buckinghamgroup.com
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We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.