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Mary Balwin

Wealth Advisor

Buckingham Strategic Wealth

Australia, Victoria, Melbourne

About Me

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), t
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Profile Information

Wealth Advisor

Buckingham Strategic Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Melbourne

Victoria

Australia

May 15, 2024

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