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.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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April 22, 2024
The Value of a Financial Advisor: How to Consider the Costs and Benefits
Here’s what individual investors should know when assessing the value of working with a financial advisor.
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April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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April 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
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