Scottsdale
Helping Arizona Families
Scottsdale
7047 E Greenway Pkwy
Suite 250
Scottsdale, AZ 85254
Buckingham Strategic Wealth's Scottsdale team helps clients identify and achieve their most important financial life goals, so that together we can build a comprehensive financial plan to help meet those aspirations. Our relationships with our clients are deep, founded on trust and transparency and designed to last generations.
The team has been serving families and business owners in Scottsdale and beyond for decades. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs.
Hear what makes us different.
Discover what inspires the Scottsdale 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
-
November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
Read the article -
October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
Read the article -
October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the article