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.
Enjoy some of our latest resources
June 27, 2022
Managing Your Digital Legacy
We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.Read the article
June 21, 2022
Tax-Loss Harvesting: Making Lemonade out of Lemons
Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.Read the article
June 06, 2022
The Human Side of Financial Planning
Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.Read the article