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.
Enjoy some of our latest resources
-
November 21, 2022
Inherited an IRA? Here’s Why Planning Distributions Early Matters
If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.
Read the article -
November 10, 2022
The Great Retirement Debate
In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.
Read the article -
November 07, 2022
Top 10 Things to Do Before 2022 is Over
Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.
Read the article