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.

  • July 26, 2021

    You Have to Stay the Course to Reach the Summit

    When it comes to meeting your most important financial goals, time in the market can be a significant factor.

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  • July 16, 2021

    Buckingham Talks: How Higher Taxes May Impact Your Financial Future

    Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.

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  • July 15, 2021

    Creating a Charitable Legacy for When You Are Gone

    Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.

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