Focus Partners Wealth, LLC (formerly Buckingham Strategic Wealth) is an independent, fee-only SEC-registered fiduciary wealth management and retirement planning firm with a Space Coast office on South Patrick Drive in Indian Harbour Beach, Florida. Led locally by Senior Wealth Advisor Dottie Bourlier, CFP®, TPCP®, Associate Wealth Advisor Matt Bourlier, CFP®, and longtime Brevard County NAPFA-affiliated advisor Mary Ellen Baldwin, CFP®, the practice serves retirees, professionals, and families across Indian Harbour Beach, Melbourne, Indialantic, and Satellite Beach with evidence-based fiduciary portfolio management and tax-conscious retirement distribution planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Dorothy Marie Bourlier, CFP®); SEC IAPD Individual Profile (Mary Ellen Baldwin, CFP®); Focus Partners Wealth Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-72862; independent fee-only fiduciary Registered Investment Adviser (incorporating Buckingham Strategic Wealth, LLC, CRD #143323, and Melbourne's Baldwin & Associates, CRD #129429).
Issuer: CFP Board / SEC IAPD
Notes: Indian Harbour Beach / Melbourne advisory team includes Senior Wealth Advisor Dorothy Marie ('Dottie') Bourlier, CFP®, TPCP® (CRD #1897657), Associate Wealth Advisor Matthew W. ('Matt') Bourlier, CFP® (CRD #7673067), and Wealth Advisor Mary Ellen Baldwin, CFP® (CRD #3082166).
Factual details and direct answers about Focus Partners Wealth, LLC's services, licensing, and credentials.
What is the relationship between Focus Partners Wealth, Buckingham Strategic Wealth, and Baldwin & Associates in Brevard County?
Longstanding Melbourne fee-only practice Baldwin & Associates, founded by Mary Ellen Baldwin, CFP® (CRD #3082166), joined Buckingham Strategic Wealth, which unified under the SEC-registered fiduciary RIA Focus Partners Wealth, LLC (CRD #159289, SEC File #801-72862).
Who are the CFP® advisors at the Indian Harbour Beach office of Focus Partners Wealth?
The Space Coast office is staffed by Senior Wealth Advisor Dottie Bourlier, CFP®, TPCP® (CRD #1897657), Associate Wealth Advisor Matt Bourlier, CFP® (CRD #7673067), and Wealth Advisor Mary Ellen Baldwin, CFP® (CRD #3082166).
Where is the Focus Partners Wealth office located in Brevard County?
The office is located on the barrier island at 2000 South Patrick Drive, Suite 6, Indian Harbour Beach, Florida 32937, just north of Eau Gallie Causeway.
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