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Buckingham 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.

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