January 06, 2023
Oxford Financial Partners to Join Buckingham Strategic Wealth
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is excited to announce that Siena Capital, LLC, doing business as Oxford Financial Partners (“Oxford”), of Cincinnati, OH, will join Buckingham in a transaction expected to close in the first quarter of 2023, subject to customary closing conditions.
Oxford has made a commitment to support their clients’ hopes, goals and dreams for decades to come. “Our firm believes in prioritizing people over portfolios,” shared Managing Member Erik Christman. “We want to continue focusing on building strong relationships with our clients while honoring their long-term financial plans. By joining Buckingham, we can draw from their expansive resources, talent and national footprint to positively impact the lives of our clients now and in the future, all while retaining the personalization of a local firm. We are thrilled to have this opportunity to enhance our client experience.”
It is important to Buckingham that new partners share their investment style and high-level of client care. “We are excited to announce our partnership with Oxford Financial Partners, an organization who is aligned with our mission and approach to helping clients achieve their most important goals,” explained Adam Birenbaum, CEO of Buckingham Strategic Wealth. “Like Buckingham, the team at Oxford is driven by a people-first philosophy. We look forward to leveraging our operational scale to add to their high-touch wealth management experience and to establishing our footprint in the metro Cincinnati area and beyond.”
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC (“BSW”), a Securities and Exchange Commission registered investment adviser providing an extensive range of fiduciary financial advisory services, supports individuals, families, nonprofits and organizations. With a passion to progress, serve, and do the right thing for clients at all times, Buckingham Strategic Wealth helps to fulfill client’s 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 48 offices across the country. Buckingham managed $19.99 billion in regulatory assets under management (as of September 30, 2022). For more information, visit https://buckinghamstrategicwealth.com.
Oxford Financial Partners
Siena Capital, LLC, doing business as Oxford Financial Partners, based in Cincinnati, OH is a fee-only fiduciary focusing on growing clients’ wealth through meaningful conversations. By blending proven strategies with decades of experience, they are committed to delivering personalized financial planning and investment advice to every single one of their clients. For more information, visit Oxford Financial Partners.