St. Louis
Proudly Serving St. Louis Since 1994
St. Louis
As the birthplace of Buckingham Strategic Wealth, the St. Louis community has been the home base of our business since 1994. Our team in Clayton — more than 600 associates strong — works with individuals, businesses, institutions and retirement plans in St. Louis and beyond to design custom, comprehensive wealth management plans. As financial advisors, we develop relationships that allow us to leverage two decades of experience help our clients understand their goals and challenges in order to create a strategy that accounts for every aspect of their financial lives.
In St. Louis, Buckingham’s founders started a firm based on the principle of putting clients’ interests first, and it’s a mission we continue today in each of our locations across the country. We deliver comprehensive advice combined with deep industry knowledge and personalized service to create an unparalleled client experience.
A message from
Wendy Hartman
President, Buckingham Strategic Wealth
As president of Buckingham Strategic Wealth, Wendy Hartman is responsible for providing strategic leadership to the firm by working with the board of directors and our advisory department leaders to oversee and implement goals and team plans to achieve our firm’s strategic priorities.
She is charged to ensure the effective delivery of our overall client experience in conjunction with our advisor experience. Her leadership of the firm is not a responsibility she takes lightly. After decades of serving as a wealth advisor, she understands firsthand the power and reward of watching clients, their children and sometimes grandchildren meet their financial goals.
She is proud to lead a firm that safeguards so many financial futures and allows clients to spend their time enjoying life and fulfilling their dreams that matter most.
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One office. One team.
We believe success is a team effort. Meet the members from our St. Louis office ready to help provide and guidance for your wealth management needs.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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December 16, 2024
Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.
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December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
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November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
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