St. Louis

Proudly Serving St. Louis Since 1994

St. Louis

8182 Maryland Avenue
Suite 500
St. Louis, MO 63105

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 200 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 fee-only 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.

Meet the St. Louis team

Enjoy some of our latest resources

  • June 05, 2023

    Levers and Landmines of Annuity Products

    Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?

    Read the article

  • May 18, 2023

    Pre-Tax or Roth? Your 401(k) Options Explained

    Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).

    Read the article

  • May 08, 2023

    Private Equity and the Fear of Missing Out

    Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.

    Read the article