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.
Hear what makes us different.
Discover what inspires the Philadelphia team to provide a highly personalized experience for each client's unique needs and goals.
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
-
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 -
April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
Read the article