Charleston, WV

Proudly Serving West Virginia

Charleston, WV

101 Washington Street East
Suite 120
Charleston, WV 25301


Buckingham Strategic Wealth’s Charleston team builds ongoing relationships with clients founded on trust and integrity, so they can feel confident that we’re working to do what’s in their best interests. Understanding our clients’ life goals and financial objectives helps us provide distinct solutions to address the complexities of their financial lives. Our most important goal is helping clients achieve theirs. Our team has been serving individuals, families and businesses in Charleston and the surrounding area since 2002, previously as Arnett Carbis Toothman Wealth Advisors before joining Buckingham in 2018. Because we are fiduciaries, our clients can be confident that we provide objective, long-term financial advice that helps them achieve peace of mind about their financial future.

Enjoy some of our latest resources

  • September 26, 2022

    Five Reasons Your Financial Advisor Should Review Your Will

    Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.

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  • September 07, 2022

    How To Start Strategizing for Charitable Giving Season

    Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.

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  • August 29, 2022

    How to Find an Advisor You Can Trust

    Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.

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