Seattle

Proudly Serving Seattle

Seattle

3015 112th Ave NE
Suite 210
Bellevue, WA 98004

Seattle's iconic Space Needle towering in front of the downtown cityscape

Buckingham Strategic Wealth offers wide-ranging, experienced advisory services in Seattle that safeguard a client’s financial future and help them realize their dreams.

The Seattle team is dedicated to guiding clients through a comprehensive financial planning process, customized to help them attain their unique investment goals and secure their financial futures. The firm serves as a registered investment advisor providing fee-only investment management support, predominantly to dentists and other personnel of dental practices during and after their practice careers. Buckingham focuses on discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do.

The Seattle office joined Buckingham in 2022 through the firm’s acquisition of Dental Wealth Advisors, LLC and continues to help clients design a plan based on their goals and values that will give them the financial freedom to enjoy retirement.

Seattle's iconic Space Needle towering in front of the downtown cityscape

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • September 19, 2023

    The Current Housing Market and Its Impact on Economic Growth

    Chief Investment Officer Kevin Grogan shares how the lack of inventory combined with high interest rates is impacting home sales and overall economic growth.

    Watch the video
  • September 19, 2023

    Strategies for Effective Gifting to Family Members

    To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.

    Watch the video
  • September 12, 2023

    Saving for College with a 529 Education Plan

    Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.

    Watch the video