About Buckingham Strategic Wealth

As a unified organization with national reach, we help more advisors deliver on the promise to understand clients’ holistic financial situation and deliver a plan to achieve their life and financial goals.

Under the Buckingham Wealth Partners umbrella, two businesses, Buckingham Strategic Wealth and Buckingham Strategic Partners, help investors and advisors plan for a prosperous life on their own terms.

Transaction Team

We love building partnerships with like-minded advisors and firms across the country.

We walk step by step with our prospective partners, guiding them through a process that ultimately produces firmer footing for their future, as well as the futures of their valued team members and clients. For over a decade, we’ve partnered with advisors who are growth-oriented, focused on their own succession planning, or somewhere in between.

Onboarding and Integration

Our Onboarding & Integration (O&I) team serves as your go-to contact as you transition to Buckingham.

The O&I team has helped integrate numerous teams, and we understand each transaction is unique. We customize the integration experience to ensure it meets your needs and agreed-upon goals and objectives.