Burlington

Proudly Serving Iowa Families

Burlington

320 North Third Street
Suite 501
Burlington, IA 52601

Aerial view of the Burlington river featuring a large white bridge

Buckingham Strategic Wealth's Burlington office delivers customized, comprehensive wealth management and planning services to help individuals and families achieve their financial goals. While the financial world can be complex and the headlines overwhelming, we educate clients on every aspect of personal finance. That knowledge helps our clients gain clarity and feel confident in making smart decisions about their wealth.

Thanks to a blend of specialized technical skills and highly personalized service, our clients receive the guidance they need and the focus they deserve. We also offer distinctive services for business owners and physicians to address the unique complexities that come from integrating personal and professional financial plans.

Aerial view of the Burlington river featuring a large white bridge

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • December 16, 2024

    Student Loan Repayment Outlook: What You Need to Know

    Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.

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  • December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

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  • November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

    Read the article