Boca Raton

Proud to Serve South Florida

Boca Raton

2255 Glades Road
Suite 324A/319A
Boca Raton, FL 33431

Aerial view of Boca Raton beach under bright sunlight, showcasing its coastal beauty

Our Buckingham Strategic Wealth office in Boca Raton opened in 2017, but we have been dedicated to serving residents of this community for more than 15 years. We earn their trust by creating holistic wealth management plans that address all aspects of their financial lives and support their retirement, estate and personal legacy goals. The relationships we build are deep, and the service we provide is highly personal. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs. Our goal is to help clients achieve the confidence and peace of mind that comes with having a financial plan that aligns with their values and aspirations.
Aerial view of Boca Raton beach under bright sunlight, showcasing its coastal beauty

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Enjoy some of our latest resources

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  • January 15, 2024

    Top 10 Investment Lessons of 2023

    Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.

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