Long Island
Proudly Serving
Long Island
600 Old Country Road
Suite 305
Garden City, NY 11530
Buckingham Strategic Wealth’s Long Island team understands that as wealth grows so does the level and complexity of planning. We help clients navigate personalized wealth planning to accomplish their most important financial life goals. Our team builds long-term personal relationships by understanding our clients and their families’ goals and financial lives to help them make sound decisions and protect and grow their wealth.
The Long Island office joined Buckingham in 2020 through its acquisition of BluePrint Wealth Alliance. We pride ourselves in our proactive and comprehensive approach to a diverse array of financial planning. We work with individuals, trusts, estates and retirement plans to build holistic, evidence-based blueprints for their financial future.
Enjoy some of our latest resources
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September 26, 2022
Five Reasons Your Financial Advisor Should Review Your Will
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.
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September 07, 2022
How To Start Strategizing for Charitable Giving Season
Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.
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August 29, 2022
How to Find an Advisor You Can Trust
Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.
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