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
March 13, 2023
The Collapse of Silicon Valley Bank
Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.Watch the video
March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.Read the article
March 07, 2023
New and Improved Social Security Website
In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website!Watch the video