Proudly Serving Lee's Summit
400 SW Longview Blvd
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.
Enjoy some of our latest resources
September 19, 2023
The Current Housing Market and Its Impact on Economic Growth
Chief Investment Officer Kevin Grogan shares how the lack of inventory combined with high interest rates is impacting home sales and overall economic growth.Watch the video
September 19, 2023
Strategies for Effective Gifting to Family Members
To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.Watch the video
September 12, 2023
Saving for College with a 529 Education Plan
Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.Watch the video