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

  • 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