Buckingham Strategic Wealth Adds Two TeamsBuckingham Strategic Wealth Adds Two Teams
Baldwin & Associates and GreenCourse Financial Advisors join the Buckingham fold.
Buckingham Strategic Wealth, a registered investment advisor in St. Louis, has recruited two firms. The RIA announced Tuesday it added Baldwin & Associates in Indian Harbour Beach, Fla., and GreenCourse Financial Advisors in Chesterfield, Mo.
Baldwin is an all-woman firm led by financial planner Mary E. Baldwin that manages $154 million in assets under management.
GreenCourse, headed by CEO Dale Lindhorst and Maryann Vognild, the director of planning, manages $189 million in AUM.
Buckingham Strategic Wealth has $15 billion in AUM. It caters to individuals, families, businesses, trusts, nonprofits, retirement plans and medical practice owners through its 41 offices in 22 states. The RIA manages a network of independent advisors as Buckingham Strategic Partners. Its aggregate total AUM comes to $51 billion, as of June 2020.
