Bourbonnais
Helping Families and Businesses in Illinois
Bourbonnais
1605 North Convent Street
Bourbonnais, IL 60914
The Buckingham Strategic Wealth team in Bourbonnais earns the trust of its clients by creating holistic wealth management plans driven by their financial goals. We are fiduciaries and fee-only advisors. Which means we adhere to the highest standards of transparency in every aspect of our relationship and never make a decision that isn’t in our clients' best interest. We work with individuals, families, retirement plans and nonprofit organizations to create plans designed to enhance, protect, transfer and donate their wealth in accordance with their values.
The Bourbonnais team has been serving as a trusted advisor since 1998, originally as Solutions for Wealth Management before joining Buckingham in 2016. Because every client is different, we work closely with each one on an individual basis to provide long-term financial solutions. This allows us to ensure that we create the right plan by understanding clients' goals, developing strategies, implementing methods and monitoring progress to help achieve them.
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Enjoy some of our latest resources
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March 25, 2024
Protecting Your Portfolio in a Presidential Election Year
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
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March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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February 26, 2024
How Your Advisor Can Build a Plan Based on Your Values
Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?
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