March 16, 2023
Hausman Advisors, LLC, To Join Buckingham Strategic Wealth Team
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”), is excited to announce that Hausman Advisors, LLC (“Hausman Advisors”), of Hood River, OR, will join Buckingham’s family of wealth advisors. Buckingham has grown to 50 offices nationwide by attracting a community of like-minded, client-focused wealth management firms, helping to expand Buckingham’s footprint, client base and talented team. Hausman Advisors will become part of Buckingham Strategic Wealth upon closing of the transaction, which is expected occur in the second quarter of 2023, subject to customary closing conditions.
With a background rooted in science, advisors Jason A. Smith, MSFP, CFP®, and Karen Hausman Smith, MBA, CFP®, approach wealth management using evidence-driven methodologies, attracting clients working in various technical and scientific disciplines. Their firm serves as a registered investment adviser providing wealth management, planning and support to households primarily in the Pacific Northwest. With a long history utilizing the services of Buckingham Strategic Partners, LLC (“Buckingham Strategic Partners”), Buckingham’s affiliated turnkey asset management platform, the Smiths were familiar with Buckingham’s leadership and depth of resources; they knew the firm was positioned to provide them with opportunities to make positive impacts on their clients’ financial and personal lives for years to come.
“Through Buckingham Strategic Partners, we have had the pleasure of working with Hausman Advisors for the past decade,” said Adam Birenbaum, CEO of Buckingham Strategic Wealth. “Both of our firms share a disciplined investment approach guided by evidence. Because of our strong relationship, we couldn’t be more thrilled to have them join our advisory team. Their backgrounds add a unique element to connecting with their clients. We look forward to helping them grow their footprint in Northern Oregon.”
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC, is an SEC registered investment advisor 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 their 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 December 31, 2022, the firm managed $22.08 billion in regulatory assets under management. For more information, visit buckinghamstrategicwealth.com.
About Hausman Advisors, LLC
Hausman Advisors, LLC, based in Hood River, OR, is a registered investment adviser focusing on the comprehensive financial needs of clients through all stages of their careers and beyond. By melding personalized wealth planning with evidence-based investment strategy, they create a secure environment in which clients can freely communicate their financial dreams, concerns and realities. For more information, visit Hausman Advisors.
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, including the impact of the conflict in Ukraine, 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 Focus may be found in Focus’ filings with the Securities and Exchange Commission made by Focus Financial Partners Inc. (of which Buckingham is a partner firm). R-23-5019