Irvine

Serving Southern California

Irvine

3 Park Plaza
Suite 420
Irvine, CA 92614


Buckingham Strategic Wealth's Irvine team empowers clients to make smart financial decisions through careful planning, ongoing education and discussion of their values and goals. Those discussions drive the creation of customized, holistic wealth management plans to help integrate every aspect and complexity of our clients’ financial lives. Our goal is to help them be free to live the life they imagined and realize their financial goals.

The Irvine office joined Buckingham in 2013, after 16 years of serving Southern California clients as Wealth Management Group. Our commitment to helping clients meet their goals and simplify their lives continues today as we tap into Buckingham’s talent and resources to provide specialized financial plans while maintaining highly personalized service to each client.

Enjoy some of our latest resources

  • September 26, 2022

    Five Reasons Your Financial Advisor Should Review Your Will

    Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.

    Read the article
  • September 07, 2022

    How To Start Strategizing for Charitable Giving Season

    Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.

    Read the article
  • August 29, 2022

    How to Find an Advisor You Can Trust

    Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.

    Read the article