February 17, 2023
Davis Financial Planning to Join Buckingham Strategic Wealth
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is excited to announce that Davis Financial Planning, LLC (“DFP”) of Asheville, NC will join Buckingham’s family of advisors in a transaction expected to close in the second quarter of 2023, subject to customary closing conditions. Buckingham has grown to 50 offices nationwide by attracting a community of like-minded, client-focused firms, helping to expand Buckingham’s footprint, client base and talented team.
Much like Buckingham, DFP is committed to understanding their clients’ goals, needs and dreams so they can create personalized, customized financial plans. Founded in Asheville, NC in 2010 on a simple principle – to help people live their best lives – DFP’s’ business is based on four core values: listen, collaborate, do what’s right, and have fun along the way.
“We have been looking at ways to evolve our services, enhance our technology and increase our community engagement while continuing to provide our clients with the excellent service they expect and deserve,” said DFP’s Founder and Senior Financial Planner Al S. Davis, CFP®, EA. “When looking at our choices, we needed a partner that would allow us to focus on what we do best – being there for our clients through all their life changes.”
“We wanted a partner that was truly relationship and planning focused. Like us, Buckingham is passionate about financial planning, and they are intensely committed to serving their clients. By tapping into their extensive resources, the DFP advisory team can help even more people live better lives,” added CEO and Partner Adrianne Gordon.
“Our goal is to help our clients as much as possible,” said Lead Financial Planner and Partner Rick Brown, CFP®, EA. “By partnering with Buckingham, this affords us the opportunity to take other tasks off our plates and focus our time to do even more for our clients and community.”
“We are delighted to partner with Al and the DFP team, who similarly share our passion to serve through doing what’s right for our clients,” said Adam Birenbaum, CEO of Buckingham. “With their experience, and commitment to client service and their broader Asheville community, they are the perfect fit to expand our footprint in North Carolina.”
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth is an SEC registered investment adviser providing an extensive range of fiduciary financial advisory services that support individuals, families, nonprofits and other organizations. With a passion to progress, serve, and do the right thing for clients at all times, Buckingham Strategic Wealth helps to fulfill clients’ financial dreams using the organization’s proprietary Design. Build. Protect™ methodology and an array of evidence-driven investment and planning strategies.
Headquartered in St. Louis, MO, Buckingham Strategic Wealth has 50 offices in 26 states. As of September 30, 2022, they managed $19.99 billion in regulatory assets under management. For more information, visit https://buckinghamstrategicwealth.com.
About Davis Financial Planning, LLC
As a firm of passionate professionals, Davis Financial Planning provides fee-only planning to individuals and families in Asheville, NC and nationwide. The firm’s financial professionals provide a coordinated approach at every stage of their clients’ lives. For more information, visit www.davisfinancialplanning.com.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Buckingham’s current views with respect to certain current and future events. These forward-looking statements are, and will be, subject to many risks, uncertainties and factors relating to Buckingham’s operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Buckingham on the date of this release. Buckingham does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Buckingham may be found in the filings with the Securities and Exchange Commission made by Focus Financial Partners Inc. (of which Buckingham is a partner firm).