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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May 20, 2024
Should You Hire a Professional to Manage Your Trust?
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
Read the article -
May 01, 2024
Can an Actively Managed Mutual Fund Beat its Benchmark?
Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.
Read the article -
April 22, 2024
The Value of a Financial Advisor: How to Consider the Costs and Benefits
Here’s what individual investors should know when assessing the value of working with a financial advisor.
Read the article