Ridgeland
Proudly Serving the Southeast
Ridgeland
661 Sunnybrook Road
Suite 330
Ridgeland, MS 39157
Buckingham Strategic Wealth's Ridgeland team offers personalized investment management and wealth planning to help accomplish your most important financial life goals. We build long-term personal relationships by understanding our clients and their families' goals and financial lives so we can help them make sound decisions and keep them on track. Making your dreams a reality takes more than investing, it takes partnering with a trusted wealth advisor who will bring you true wealth management.
The Ridgeland team joined Buckingham in 2019 and has been serving as trusted advisors to high-net-worth individuals and families and successful business owners across the southeast US. As fiduciaries and fee-only advisors, we help meet your goals with evidence-based, tax-efficient and cost-conscious investing for the long term. We are now able to add Buckingham's resources, investment research and educational tools to our clients while maintaining the highly personalized service you come to expect.
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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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