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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/burlington.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370570&s=57bdce3038791362047018af4d0a28bc)
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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/burlington.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370570&s=57bdce3038791362047018af4d0a28bc)
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Your Burlington Team
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Kent Schmidgall
CFP®, CKA®
Wealth Advisor
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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.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
Enjoy some of our latest resources
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June 17, 2024
Are You Ready to Retire? 4 Questions to Consider
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.
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June 03, 2024
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought
Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.
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May 20, 2024
Should You Hire a Professional to Manage Your Trust?
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
Read the article