
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
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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