Indianapolis
Helping Families and Businesses
Indianapolis
8555 N. River Road
Suite 410
Indianapolis, IN 46240
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.
Hear what makes us different.
Discover what inspires the Indianapolis 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.
Enjoy some of our latest resources
-
November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
Read the article -
November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
Read the article -
October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
Read the article