Proudly Serving the Southeast
214 Overlook Cir
Brentwood, TN 37027
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As fiduciaries, we’re driven by our commitment to doing what’s in the best interest of our clients, not selling, commissions, or conflicts of interest. We manage portfolios holistically with investment knowledge, clarity about your financial picture and a genuine commitment to helping you reach your goals. We provide solid, long-term financial advice that adheres to our evidence-based investment strategies.
Our team collaborates with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address every intricacy of our clients’ financial lives and solve their most complex financial needs.
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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
December 04, 2023
2024 Planning Considerations and Strategies for Individual Taxpayers
Prepare for the upcoming tax season by reviewing 2024 inflation adjustments, important deadlines and opportunities to minimize your tax bill.Read the article
November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.Read the article
November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.Read the article