Charlotte

Proudly Serving North Carolina

Charlotte

3545 Whitehall Park Dr
Suite 180
Charlotte, NC 28273


Buckingham’s Charlotte team (previously Carolina Capital Consulting) has served physicians, executives, business owners, and retirees and their families since 1993. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans and in-house tax preparation and strategic planning services.

Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients’ financial lives. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.

  • January 10, 2022

    5 New Year’s Resolutions to Keep You Financially Fit in 2022

    Examining these five key considerations every January will help put you in the best position to stay financially fit in the new year.

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  • December 27, 2021

    Getting Real About Retirement Risks and Rewards

    Explore some holistic financial planning opportunities, as well as risks, that may potentially arise in early, semi, and later retirement.

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  • December 14, 2021

    Buckingham Advisors Honored as Ingram’s Local Heroes

    We’re pleased to share that Buckingham advisors Kelly Hokanson and Stephanie Guerin have been honored as 2021 Kansas City business magazine Ingram’s Local Heroes.

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