Buckingham Strategic Wealth

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.


Net Worth Development

Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.

Retirement Planning

Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.

Estate and Trust Planning

Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.

Investment Planning

Maximize the assets you’ve worked so hard to attain with data-driven investing strategies.

Business Owner Planning

Enhance and integrate the value and capability of your business or professional practice.

Tax Planning

Shape your financial picture with smarter, more tax-efficient strategies.

Education Planning

Ensure financial access to desired education experiences for your family.

Charitable Giving

Support causes that align with your values while better positioning your financial future.

Health and Insurance Planning

Protect your family and your wealth while ensuring your assets can support long-term well-being.