Lee’s Summit

Proudly Serving Lee's Summit

Lee’s Summit

400 SW Longview Blvd
Suite 220
Lee's Summit, MO 64081


Our team’s mission is to offer an advisor relationship built on personal trust and integrity. As we build our relationship together, our focus remains on you and resolving complex issues within the components of enhancing, protecting, transferring and donating wealth. Each component is addressed when – and if – it plays an integral role in your life. We help you balance and identify changing needs within your career and creative aspirations, charitable goals, family plans, and social and leisure activities. When changes are warranted, we help ensure smooth transitions: for you, your family and multiple generations.

The Lee’s Summit team has provided advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. Madison Wealth was founded by Douglas F. Clark, CPA/PFS, to assist individuals, families and businesses seeking wealth management services that go hand in hand with tax planning. By tapping into Buckingham’s vast resources, we apply an evidence-driven investment approach to wealth management, tailoring your portfolio's level of risk according to your personal preferences, goals and circumstances.

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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

  • December 19, 2024

    The Outlook for Stock Returns

    With current U.S. stock market valuations at historically high levels, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.

    Watch the video
  • December 16, 2024

    New Year, New Budget: Save Money While Living Your Best Life in 2025

    In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success.

    Watch the video
  • December 16, 2024

    Student Loan Repayment Outlook: What You Need to Know

    Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.

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