Bethesda

Serving D.C. Metro Area Families and Businesses

Bethesda

7315 Wisconsin Ave.
Suite 800W
Bethesda, MD 20814

Buckingham Strategic Wealth’s Bethesda team believes each client is distinct, requiring a customized, comprehensive wealth management plan. We build deep relationships with clients to understand their specific situations, goals and dreams to better offer unbiased, transparent, evidence-based advice. With experience in investing, tax planning, charitable giving and business operation, our team uses that knowledge to solve the many complexities of our clients’ financial lives. Our team has been serving the Washington, D.C., area since 2001, previously as ARK Financial Services before joining Buckingham in 2018. Today, we collaborate with other industry specialists at Buckingham to provide peace of mind by managing the many complexities of our clients’ financial lives. Our goal is to give our clients confidence that their financial strategy is helping safeguard the future for generations to come.

Enjoy some of our latest resources

  • March 13, 2023

    The Right Time to Buy? How to Factor in Higher Mortgage Rates

    Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.

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  • February 27, 2023

    Funding a College Education with Taxes in Mind

    While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. 

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  • February 13, 2023

    Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future

    The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?

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