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

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.

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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