Rick Baldwin

Rick Baldwin, J.D., CFP®, Senior Wealth Advisor, brings a rare combination of legal training and financial planning expertise to the corporate executives he has served for nearly thirty years. He joined Mason in 1996.

Rick spent five years as an associate at Johnson & Young, a law firm in Leesburg, Virginia, after earning his Juris Doctor from the University of Virginia and his Bachelor of Arts in English from the College of William and Mary. But it was the intersection of asset management and comprehensive life planning that drew him forward. At Mason, he found the right environment to pursue that work at the highest level, and he has been doing so for nearly thirty years. His practice centers on corporate executives navigating complex financial lives, with a long track record of helping clients manage competing priorities and arrive at retirement on their own terms.

Outside of work, Rick enjoys reading and spending time with family.