Melbourne

Proudly Serving

Melbourne

2000 S. Patrick Dr.
Suite 6
Indian Harbour Beach, FL 32937

Buckingham Strategic Wealth Melbourne offers diverse wealth planning services that impact our clients’ holistic financial lives. We know as wealth grows, so does the complexity of planning. We understand everyone’s financial life is different, so we work with clients to help them navigate personalized wealth planning to understand their needs, identify opportunities and future goals, and plan holistic strategies and solutions. Our team offers client focused, comprehensive financial advice and wealth management grounded in evidence-based investment strategies. Our goal is to provide guidance for people to create the life they want. For more than 20 years, our team has offered direction and education to our clients, so they have confidence when it comes to their financial futures.

Enjoy some of our latest resources

  • November 21, 2022

    Inherited an IRA? Here’s Why Planning Distributions Early Matters

    If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

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  • November 10, 2022

    The Great Retirement Debate

    In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.

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  • November 07, 2022

    Top 10 Things to Do Before 2022 is Over

    Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.

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