GreenCourse Financial Advisors and Baldwin & Associates to Join Focus Partner Firm Buckingham Strategic Wealth
Industry Leading RIA Adds Talented Advisory Professionals and High Net Worth Clients
GreenCourse Financial Advisors, LLCis a registered investment adviser located in Chesterfield, Missouri. The firm offers financial planning and wealth management services, including financial, retirement and tax planning services, to predominantly high net worth clients. Following this transaction, the GreenCourse team, which is led by Dale Lindhorst, the firm's founder, and Maryann Vognild, will join Buckingham. The GreenCourse team will serve clients from Buckingham's St. Louis, Missouri, headquarters, further strengthening Buckingham's local presence. Baldwin & Associatesis a registered investment adviser located in Indian Harbour Beach, Florida, and provides comprehensive financial planning and portfolio management services to predominantly high net worth clients. Following this transaction, the all-female Baldwin advisory team, led by Mary Baldwin, the firm's founder, and Dottie Bourlier, will join Buckingham. Baldwin will establish Buckingham's presence in Central Florida, further expanding its nationwide presence.
"With talented professionals and loyal clients, these well-respected firms align with Buckingham's culture, and its evidence-based investment and advanced planning philosophy," said
"We are delighted that GreenCourse and Baldwin will be joining Buckingham," said
These transactions bring us to ten mergers year to date on behalf of our partner firms, in addition to the four new partners we announced during the same period. Strategic combinations like these highlight the value we add to our partners through our differentiated M&A and sourcing expertise, together with access to growth capital. These transactions also reinforce our long track record in structuring innovative succession planning solutions for industry participants seeking to transition their businesses."
About Buckingham Strategic Wealth
Buckingham Strategic Wealth helps individuals, families, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important life and financial goals by creating customized, comprehensive, evidence-based financial plans. Buckingham's investment philosophy is rooted in an academic approach tailored to address each client's willingness and ability to accept market risk. As a registered investment adviser, Buckingham has a fiduciary obligation to its clients. Buckingham's investment approach centers on modern portfolio theory implemented through passively managed mutual funds and the firm's fixed income portfolio design and execution capabilities. Headquartered in
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This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the
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