October 23, 2014
Indianapolis-based Hufford Advisors LLC joins Buckingham
Indianapolis, IN based Hufford Advisors, LLC is the eleventh firm to join Buckingham since 2010. Buckingham manages or administers more than $24 billion in assets (as of September 30, 2014).
St. Louis-October 1, 2014
Buckingham, the St. Louis-based financial services firm, is expanding its nationwide presence by merging with Hufford Advisors, LLC. Hufford will assume the Buckingham name.
"This is another important step forward as our organization works to become the recognized leader in the independent wealth management space," says Adam Birenbaum, Buckingham's chief executive officer. "With existing locations in Missouri, California/ Texas and Iowa, expanding to Indiana bolsters our resources and our ability to serve clients around the country."
Hufford specializes in providing comprehensive financial advice specifically tailored to dentists and other healthcare professionals, something firm founder Brian Hufford has done for more than 25 years. By joining Buckingham, he and his team bring to the firm decades of experience in serving the unique needs of that community.
We're excited about joining the Buckingham team," says Brian Hufford. "We share a common belief in doing the right thing and acting in clients' best interests at all times. We have the same core values and evidence-based investment philosophy. Aligning our efforts will allow us to deliver deeper, more comprehensive solutions to our clients."
The merger with Hufford will add 12 associates to the Buckingham team and will add $386 million of assets to what Buckingham currently manages or administers. This is the firm's eleventh such transaction. "This move is a huge win for everyone involved. Our Indianapolis advisors are able to offer an even deeper level of service to their clients around the country, while we continue to add to our exceptional talent base," says Birenbaum.
Buckingham and Hufford are both part of the Focus Financial Partners network of firms and both members of the BAM ALLIANCE, a community of more than 140 independent, like-minded advisory firms throughout the country that manage more than $17 billion (as of Sept. 30/ 2014).
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