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

  • August 01, 2022

    Invest Like A Girl

    Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.

    Read the article
  • July 26, 2022

    Economic Brief: All Eyes On Inflation For The Remainder Of 2022

    While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.

    Read the article
  • July 18, 2022

    The “4 Rs” of Behavioral Finance

    Without pausing to engage the rational area of the brain when faced with a big decision, especially financial ones, you risk causing more harm than good.

    Read the article