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

IR
Irwin Rothenberg
Principal
Profile Photo
Brian Fenn
Wealth Advisor
DN
Daniel Newquist
Wealth Advisor
Profile Photo
Catherine Gearig Cfp® Mba
Wealth Advisor

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale