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.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
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October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
Read the article