Nashville
Proudly Serving the Southeast
Nashville
214 Overlook Cir
Suite 200
Brentwood, TN 37027
A message from
Joshua Parker
Wealth Advisor
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.
Dig even deeper.
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 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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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.
Read the article