Lincoln

Proudly Serving Nebraska Families and Businesses

Lincoln

6940 "O" Street
Suite 300
Lincoln, NE 68510

Buckingham Strategic Wealth’s Lincoln team takes time to build relationships with clients to understand their specific situations, goals and dreams in order to offer thorough and objective fee-only financial advice. Our experienced advisors provide clients with the education and insight that helps them make sound financial decisions for themselves and their loved ones, safeguarding the future for generations to come. Our team has been serving the Lincoln area since 2004, previously as Executive Wealth Management before joining Buckingham in 2017. Today, we collaborate with other industry specialists at Buckingham to ensure we cover every aspect of our clients’ complex financial needs through a comprehensive, customized wealth management strategy. Our goal is to give our clients peace of mind by crafting a plan that attends to every aspect of their financial lives.

Enjoy some of our latest resources

  • June 27, 2022

    Managing Your Digital Legacy

    We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.

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  • June 21, 2022

    Tax-Loss Harvesting: Making Lemonade out of Lemons

    Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.

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  • June 06, 2022

    The Human Side of Financial Planning

    Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.

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