Wyomissing

Proudly Serving Pennsylvania

Wyomissing

1210 Broadcasting Road
Suite 101
Wyomissing, PA 19610

Fall leafs on a trail in wyomissing park

Buckingham Strategic Wealth's Wyomissing team is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning. We want to give investors the assurance, peace of mind and restful nights that come with having a customized plan that covers every aspect of their financial lives. The Wyomissing office joined Buckingham in 2016 through the firm’s acquisition of Herbein Wealth Management. Since 2000, we've work with individuals, families, business owners and nonprofit organizations in Pennsylvania and beyond. Today, we continue to provide deeply personal levels of service to ensure that we know – and are working toward – our clients' most important financial goals. As fiduciaries, our commitment is to put their interests first, and our values and approach help us enrich the lives of many.
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Enjoy some of our latest resources

  • July 15, 2024

    5 Ways to Plan For Estate Tax Law Changes

    The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.

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  • July 10, 2024

    Quarterly Outlook: Inflation Eases, Recession Risk Falls

    Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

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  • July 01, 2024

    Selecting Individual Stocks? 4 Questions to Consider

    Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?

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