CoverProfile

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
View more

Profile Information

Wealth Advisor

Buckingham Strategic Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Melbourne

Victoria

Australia

May 15, 2024

More profiles to browse

BH
Brian Haywood
Director of Fixed Income & Investment Strategy Advisor
KG
Kevin Grogan
Chief Investment Officer, Wealth Partners
Profile Photo
Jared Kizer
Head of Investment Research
Profile Photo
Rob Ziliak
Chief Solutions Officer, Wealth Partners

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services