We’re wise beyond our collective years and intent on making the most of yours.

Wealth advice with a disciplined, Evidence-Driven Investing™ approach is hard to come by. Fortunately, you’ve found your way here, as that’s precisely what Buckingham delivers.

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Good is never good enough.

It’s what drives us to find clear, academic answers to your every question. And every follow-up question. Until all that’s left is clarity, comfort and a strategy built to your specific needs and values.

Get to know us

Live in the now.
We’ll keep our eye on what’s ahead.

Guided by evidence and fueled by your ambitions, our team will seek to continuously optimize a wealth strategy distinctly tailored to your needs. Helping you focus on the now and letting us prepare for what’s next.

Our strategy

A team unlike any other.

As you search for your perfect advisor, just know our team collaborates in ways not common within our industry. Giving every client the power of our entire network, every time.

Meet our people

Upcoming Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Explore all upcoming events

November 12th, 2024 | 2:00 p.m. Central

Virtual

Connects Quarterly Webinar: Q4 2024

Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.

Event Details
November 21st, 2024 | 11:30 a.m. Central

Virtual

Year-End Tax Planning to Maximize Your Savings

Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.

Event Details
December 11th, 2024 | 11:30 a.m. Central

Virtual

New Year, New Budget: Save Money While Living Your Best Life in 2025

In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success.

Event Details