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

  • March 22, 2023

    Does Investing Internationally Still Make Sense?

    Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.

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  • 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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