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 05, 2023

    Levers and Landmines of Annuity Products

    Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?

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  • May 18, 2023

    Pre-Tax or Roth? Your 401(k) Options Explained

    Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).

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  • May 08, 2023

    Private Equity and the Fear of Missing Out

    Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.

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