Chicago

Proudly Serving Illinois Families

Chicago

500 Lake Cook Road
Suite 205
Deerfield, IL 60015

Buckingham Fountain in Chicago, beautifully lit at sunset
Buckingham Strategic Wealth’s team on the North Shore of Chicago finds inspiration through collaborating with our clients to find meaning, simplicity and innovative solutions to life’s financial questions. We start by creating a one-page "mind map" that captures clients’ most important goals, values, assets, income streams and other critical information. Once we understand who you are, we can create a tax-efficient portfolio strategy to help you meet your goals. We run detailed cash flow projections to find the best tax and investment solutions to lifetime income and spending needs. Our job is to help our clients know how much to save, how much they can spend and how much they can give to others. This motivated team has been serving high-net-worth families in Chicago and nationwide since 2000, previously as Stevens Wealth Management before joining Buckingham in 2018. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from any of our recommendations. Our mission is to do what is right for all of our clients, standing by them as they achieve the confidence that comes with having a financial plan that aligns with their values.
Buckingham Fountain in Chicago, beautifully lit at sunset

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Enjoy some of our latest resources

  • September 21, 2023

    How Investor Expectations Are Driving Stock Prices

    For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.

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  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

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  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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