Proudly Serving New Jersey
290 W Mt Pleasant Ave
Livingston, NJ 07039
At Buckingham Strategic Wealth, we understand that our clients’ financial plans intersect with every part of their lives: goals for their families, career objectives, even their personal legacy. Those points of intersection are the foundation upon which we build a plan specifically for each client and the financial complexities they face. Our objective advice helps people make informed decisions and keeps them on track to live the life they've imagined.
The Livingston team joined Buckingham in 2015 through the firm's acquisition of Classic Capital Inc., which had served individuals, families, businesses and institutions since it was founded in 1989. Today, our Livingston team continues to provide the same highly personal experience that it became known for in and around New Jersey and New York. In addition, we are supported by the extensive subject matter specialists, investment research and educational tools Buckingham provides.
Parking Instructions: When you arrive, please park at the East Entrance. We are located in Building 3. The East entrance provides direct access to the 2nd floor, and is closest to where our office is located.
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Enjoy some of our latest resources
September 11, 2023
6 Steps to Plan for a Future Inheritance
Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.Read the article
August 28, 2023
Fee-Only and Fiduciary: What It Means for Your Financial Planning
It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.Read the article
August 14, 2023
Maximizing Health Care Savings in Retirement With an HSA
A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.Read the article