April 05, 2017
Executive Wealth Management Joins Buckingham Strategic Wealth
Buckingham Strategic Wealth, the St. Louis-based wealth management firm, has expanded its nationwide presence and depth of talent by acquiring Lincoln, Nebraska-based Executive Wealth Management (EWM), which will assume the Buckingham Strategic Wealth name.
In 2004, EWM was founded by Jeff Johnson, CFP®, and — like Buckingham — provides investment management and comprehensive financial planning services to individuals, families and businesses. Johnson brings to Buckingham more than 35 years of experience in the financial services industry.
“Both our firms believe in doing what’s best for our clients, so joining Buckingham was a natural decision,” Johnson said. “This move allows our team to grow our business and deepen our client experience by aligning with a firm that shares our core values and comprehensive approach to wealth management.”
The transaction, which closed on April 1, 2017, also brings Alan Johnson, Andrew E. Waite, Dale Roehrs, Eric Johnson Lindsay Kobus, Patti Zechmann, Shannon Linder and Sue Spadt to Buckingham, along with more than $300 million in assets under management (as of Dec. 31, 2016).
Buckingham CEO Adam Birenbaum echoes Johnson’s sentiment. “This team is an outstanding addition to Buckingham,” he said. “Aligning our efforts will allow us to better serve clients, helping them reach their most important financial and life goals through holistic financial and wealth planning that not only focuses on highly engaged and profoundly personal relationships but truly connects their money and values.”
Adding a Lincoln office brings Buckingham’s total to 15 locations — and 25 transactions — in just seven years since the firm completed its first acquisition in Santa Rosa, California, in 2010.
“This transaction is a huge win for everyone involved, and it continues our strategic effort to deliver even deeper, more comprehensive wealth management solutions to our current and future Lincoln clients,” Birenbaum said. “This team is now able to offer an even greater level of service to clients, while we continue to add to our exceptional talent base.”
Buckingham is a partner firm within Focus Financial Partners and home to BAM Advisor Services and The BAM ALLIANCE, a community of more than 140 independent, like-minded advisory firms throughout the country that collectively manage or administer more than $27.7 billion (as of Dec. 31, 2016).
Photos, bios and interviews available upon request.
By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.
The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.
© 2017, The BAM ALLIANCE