Proudly Serving Philadelphia
600 W Germantown Pike
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.
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
September 11, 2023
6 Steps to Plan for a Future Inheritance
Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.Read the article
August 28, 2023
Fee-Only and Fiduciary: What It Means for Your Financial Planning
It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.Read the article
August 14, 2023
Maximizing Health Care Savings in Retirement With an HSA
A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.Read the article