Melbourne

Proudly Serving

Melbourne

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

Indian River in Florida flowing past beachfront houses with boats on the shoreline
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.
Indian River in Florida flowing past beachfront houses with boats on the shoreline

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Enjoy some of our latest resources

  • September 21, 2023

    How Investor Expectations Are Driving Stock Prices

    For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.

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  • 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.

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  • 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.

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