Burlington
Proudly Serving Iowa Families
Burlington
320 North Third Street
Suite 501
Burlington, IA 52601
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.
-
Your Burlington Team
-
Kent Schmidgall
CFP®, CKA®
Wealth Advisor
-
Joni Bowman
Support Specialist
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
-
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.
Read the article -
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.
Read the article -
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.
Read the article