Boca Raton

Proud to Serve South Florida

Boca Raton

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


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.