Buckingham Strategic Wealth is a registered investment advisor that consists of prominent financial specialists and thought leaders dedicated to delivering on the promise of true wealth management. It employs a strategic and scientific approach to investing and financial planning to design, build and protect your financial strategy. Clients include individuals, businesses, trusts, non-profit organizations, healthcare professionals, and retirement plans.
Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.
Maximize the assets you’ve worked so hard to attain with data-driven investing strategies.
Shape your financial picture with smarter, more tax-efficient strategies.
Ensure financial access to desired education experiences for your family.
Support causes that align with your values while better positioning your financial future.
Protect your family and your wealth while ensuring your assets can support long-term well-being.