Mary Baldwin, CFP®
Mary Baldwin enthusiastically enjoys working closely with clients to create, implement and monitor custom financial plans that provide a roadmap to peace of mind. She is dedicated to upholding the fiduciary standards for her clients and providing evidence-based wealth management rooted in academic research.
Mary was a principal financial planner at Baldwin & Associates before the firm joined Buckingham Strategic Wealth in 2020. Mary founded Baldwin in 1997 and led the all-female team in helping clients create the life they want. She has earned the CERTIFIED FINANCIAL PLANNERTM professional designation and has been a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization of fee-only, comprehensive financial planning professionals for more than 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. When she isn’t in the office Mary is an outdoor enthusiast with hobbies that include bicycling, tennis, kayaking, rollerblading and snorkeling.