Buffalo

Proudly Serving New York

Buffalo

6435 West Quaker Street
Orchard Park, NY 14127

Row of historic buildings in Buffalo, NY, located by the serene lakeside
Buckingham Strategic Wealth’s Buffalo team serves as your personal financial coach, providing education, commitment, and a partnership that spans multiple generations. We begin every new relationship by creating a holistic and detailed analysis of your personal goals and financial landscape, uncovering and charting your goals, and together planning for a clear vision of the future. We have the financial experience and background to help you make solid decisions. Our team has been serving successful individuals, families, and businesses in Buffalo and Rochester for more than two decades, before joining Buckingham in 2019. Our model is unique and simple.​ We base our recommendations on facts, not the latest fads on Wall Street.​​ We look forward to providing you with the peace of mind and restful nights that comes from partnering with a truly trusted advisor.
Row of historic buildings in Buffalo, NY, located by the serene lakeside

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Enjoy some of our latest resources

  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

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  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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  • August 14, 2023

    Maximizing Health Care Savings in Retirement With an HSA

    A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.

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