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

  • March 13, 2023

    The Right Time to Buy? How to Factor in Higher Mortgage Rates

    Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.

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  • February 27, 2023

    Funding a College Education with Taxes in Mind

    While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. 

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  • February 13, 2023

    Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future

    The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?

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