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

  • October 29, 2024

    Why This Time Isn’t Different

    When investors start to worry about the direction of the market, does that mean it is time to make a change to your portfolio? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses why investors should avoid thinking “this time is different.”

    Watch the video
  • 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
  • October 14, 2024

    The Economic Outlook for Q4 2024

    The U.S. economy has shown resilience, defying expectations of a recession that many have been predicting over the past several months. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

    Watch the video