Proudly Serving Atlanta
1370 Center Drive
Atlanta, GA 30338
Our Buckingham Atlanta team focuses on you, your life, and how we can help you achieve what matters most to you. We believe your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from our recommendations.
Our team collaborates with Buckingham’s national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs. We also coordinate with other key professionals, such as attorneys and CPAs, to provide integrated planning efforts to ensure we’ve covered all the aspects of our client’s financial lives.
January 24, 2022
Stay Ahead of the Game: Important 2022 Tax Updates for Baby Boomers
Learn five major 2022 tax rule revisions that every baby boomer needs to know to avoid late fees, cash in on potential savings, and prevent future tax headaches.Read the article
January 10, 2022
5 New Year’s Resolutions to Keep You Financially Fit in 2022
Examining these five key considerations every January will help put you in the best position to stay financially fit in the new year.Read the article
December 27, 2021
Getting Real About Retirement Risks and Rewards
Explore some holistic financial planning opportunities, as well as risks, that may potentially arise in early, semi, and later retirement.Read the article