Cincinnati

Proudly Serving Cincinnati

Cincinnati

8044 Montgomery Rd
Suite 163
Cincinnati, OH 45236

Cincinnati skyline featuring a bridge and skyscrapers overlooking the water

Buckingham Strategic Wealth’s Cincinnati team is focused on helping clients achieve retirement success. With decades of experience guiding clients toward meeting their financial goals, the team enjoys taking a people-first approach to wealth planning. Using an evidence-driven philosophy, they ensure clients understand how to navigate the peaks and valleys of markets and planning decisions.

The team has been serving the Cincinnati area since 2003, previously as Oxford Financial Partners, before joining Buckingham Strategic Wealth in 2023. Clients come to their team of advisors for the long-term partnership approach they take when working with them. As fiduciary financial advisors, they tap into Buckingham’s vast resources to make investment decisions with the client’s best interests in mind. They thrive while being held to the highest possible standard of care⁠ — and providing clarity and confidence to clients along the way.

Cincinnati skyline featuring a bridge and skyscrapers overlooking the water

Hear what makes us different.

Discover what inspires the Cincinnati team to provide a highly personalized experience for each client's unique needs and goals.

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

    Read the article
  • August 26, 2024

    5 Reasons to Start Succession Planning for Your Business

    Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.

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  • August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

    Read the article