Goldstein Voted a "Best Wealth Manager in St. Louis"

Adam joined Buckingham in 2013 as a wealth advisor, assisting individuals and families with building holistic, evidence-based wealth plans. He works with clients to better understand their goals, uncover their concerns and build creative solutions to achieve their most important life and financial goals.

Adam relishes working with doctors, dentists and business owners and to take on the challenges they face – running their business, managing their personal lives, and finding time to spend with their family. “Those clients are highly motivated and full of questions, allowing me to utilize my legal and tax background to help them problem solve.” Adam explains. “Many want to delegate where they can, so they appreciate advice and really allow you to help. What’s not to love about that!”

At Buckingham we are a team of individuals bound together by a common purpose of doing the right thing and a shared set of values that guide our work together every day. We are proud to have Adam on our team.

Review the full list here.

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Disclosure: Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representatives of any one client’s evaluation. The Best Wealth Managers in St. Louis List is produced annually by Small Business Monthly. The ranking is determined by nominations from readers. A panel of four honorees from the prior year then reviews the nominations and chooses a final list of the top 25 advisors. For additional information click here.