Buckingham Strategic Wealth’s Philadelphia team understands that achieving financial success is a lifelong journey. We know that each client’s financial plan is unique to their individual situation, and we develop solutions that direct clients toward achieving specifically designed goals. Our team has extensive experience providing advisory services in the Philadelphia area, previously as Convergent Financial Strategies, before joining Buckingham Strategic Wealth in 2023.

As fiduciary financial advisors, our team takes pride in helping clients make financial decisions with their best interests in mind. Our approach to investing begins with a conversation: we learn about our clients’ current situation, tolerance and capacity for risk, liquidity needs and tax situation. The heart of our process is goals-based financial planning, assisting clients with identifying their short, intermediate and long-term goals. With the breadth of resources available at Buckingham, our advisors will ensure the service we provide is tailored to your needs and preferences.