Proudly Serving North Carolina
111 Central Ave
Asheville, NC 28801
Buckingham Strategic Wealth’s Asheville team is focused on what we do best – helping our clients plan for all of their life changes. We use an investment philosophy rooted in evidence to design financial plans that are unique to each person’s individual situation. We pledge to every client that we will guide them through their options and explain our advice clearly. We always take the time to make sure you understand our advice so you can make the best choices.
Our team has provided advisory services to the Asheville area since 2010, previously as Davis Financial Planning, before joining Buckingham Strategic Wealth in 2023. As fiduciary advisors, we offer comprehensive financial planning services to individuals and families, as well as tax planning and preparation services. No matter which aspect of financial planning you need help with, the Asheville team taps into Buckingham’s vast resources to provide a highly personalized experience for each client.
Enjoy some of our latest resources
June 06, 2023
Three Lessons from the Debt Ceiling Crisis
Head of Investment Research Jared Kizer shares three evergreen investment lessons we can learn from the adverted debt ceiling crisis.Watch the video
June 05, 2023
Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?Read the article
May 30, 2023
Advantages of Using CDs as Part of Your Fixed Income Portfolio
Chief Investment Officer Kevin Grogan shares how we manage individual bonds for our clients and the advantages of owning CDs.Watch the video