Miami
Serving South Florida
Miami
801 Brickell Avenue
Suite 900
Miami, FL 33131
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.
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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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November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
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November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
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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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