Miami

Serving South Florida

Miami

801 Brickell Avenue
Suite 900
Miami, FL 33131

Stunning view of Miami buildings as seen from Brickell Key

Buckingham Strategic Wealth’s Miami office opened in 2017, but we have been dedicated to serving residents of this community for more than 15 years. We earn their trust by creating holistic wealth management plans that address all aspects of their financial lives and support their retirement, estate and personal legacy goals. The relationships we build are deep, and the service we provide is highly personal. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs, not on commissions. Our goal is to help clients achieve the confidence and peace of mind that comes with having a financial plan that aligns with their values and aspirations.
Stunning view of Miami buildings as seen from Brickell Key

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Enjoy some of our latest resources

  • 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
  • September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article