Bethesda

Serving D.C. Metro Area Families and Businesses

Bethesda

7315 Wisconsin Ave.
Suite 800W
Bethesda, MD 20814

Stunning Wisconsin scenery featuring a blue river with pink trees lining the shoreline
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.
Stunning Wisconsin scenery featuring a blue river with pink trees lining the shoreline

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Enjoy some of our latest resources

  • November 20, 2023

    4 Charitable Giving Strategies to Maximize Your Impact

    Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.

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  • November 06, 2023

    Small Steps to Take Before 2024 That May Help Save Big

    Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.

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  • October 23, 2023

    Social Security and Medicare: How to Plan for Next Year

    Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.

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