Indianapolis

Helping Families and Businesses

Indianapolis

8555 N. River Road
Suite 410
Indianapolis, IN 46240

Indianapolis river with city center skyscrapers forming the backdrop

The Buckingham Strategic Wealth team in Indianapolis provides clients with true wealth management services, specializing in helping business owners leverage the financial complexities that stem from managing their professional and personal financial lives. We call this approach Practice Integrated Wealth Management. It’s designed to help individuals who own their practice – whether dental, medical or legal – by partnering with an advisor who focuses on the unique challenges they face. We help professionals find the peace of mind that comes when clients have planned all aspects of starting, building and transitioning a practice and have integrated that plan with their personal financial goals.

The Indianapolis office joined Buckingham in 2014 through the firm’s acquisition of Hufford Advisors and continues to help clients design a plan based on their goals and values that will give them the financial freedom to enjoy retirement. Since 1998, our team has served as a trusted advisor to clients in Indiana and throughout the country, helping business owners and their families make smart financial decisions.

Indianapolis river with city center skyscrapers forming the backdrop

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Enjoy some of our latest resources

  • 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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  • August 14, 2023

    Maximizing Health Care Savings in Retirement With an HSA

    A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.

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