Philadelphia
Proudly Serving Philadelphia
Philadelphia
600 W Germantown Pike
Suite 400
Plymouth Meeting, PA 19462
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.
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Your Philadelphia Team
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Alan Schapire
CPA, PFS, CFP®
Wealth Advisor
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Carl Nadwodny
CFA, CFP®
Wealth Advisor
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 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.
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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.
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October 23, 2023
Social Security and Medicare: How to Plan for Next Year
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
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