Proudly Serving Seattle
3015 112th Ave NE
Bellevue, WA 98004
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.
Enjoy some of our latest resources
November 23, 2022
Buckingham Weekly Perspectives | U.S. Stock Market
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares valuable insights on the performance of U.S. stocks, FANMAG stocks and the importance of diversification.Watch the video
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 16, 2022
Buckingham Weekly Perspectives | Recent Market News
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the latest financial news, how it affects the markets and how it may impact your portfolio.Watch the video