Learn more about Buckingham Wealth Partners.
Find your like-minded, meticulously-matched, refreshingly-rational wealth advisor.
Wealth Advisor
CFP®
CFP®, CPA
Chief Financial Officer
Associate Wealth Advisor
CFP®, ChFC®, CLU
CFA, CSLP®, CFP®
Director of Family Budget Services
Chief Executive Officer
CFA, CFP®
Practice Integration Advisor
Portfolio Manager
CFP®, CPA, PFS
Advisor Transition Coach
CPA, PFS, CFP®
CPA, PFS
EA, CFP®
CFA
Investment Strategy Advisor
Fixed Income Portfolio Advisor
CFP®, CPWA®
CPA
CFP®, AAMS®
CPA, PFS, RLP®
CFP®, ChSNC®
CFP®, CDFA®
Director, Tax Solutions
Associate Practice Integration Advisor
Advisory Team Manager
CFP®, CSLP®
Advanced Planning Advisor
JD
CFP®, CSLP®, ABA
CFP®, EA, AEP®, CExP, CAP
CPFA, QKA, AIF
Director, Retirement Solutions
CFP®, CRPC®
CFP®, CLU, ChFC®
President & Chief Operating Officer, Buckingham Wealth Partners
FPQP®
Client Development Advisor
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
CFA, CFP®, EA
CFP®, CKA®
CFP®, MBA
CFP®, CFA
CFP®, CIMA®, CAP
Managing Director, Client and Advisor Experience
Chief Investment Officer
President, Buckingham Strategic Wealth
CIMA®
Recruitment Manager
CRPS®, CPFA
Retirement Plan Advisor
JD, CPA
Wealth Advsior
CFP®, EA
Director, Fixed Income
CPA, PFS, CRPS®
Institutional Advisor
Senior Wealth Advisor
CFP®, CFT-I™
CFP®, ChFC®, CLU, REBC, CASL
Head of Planning Strategy
Head of Investment Research
CFP®, AIF
Director, Business Solutions
Managing Director of Service, Trading & Operations
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
CPA, JD
Client Relationship Specialist
SHRM-SCP®
Managing Director, Human Resources
Director of Institutional Services
Onboarding & Integration Advisor
CFP®, BFA™
Director of Client Service
CPA, CFP®
Institutional Services Associate Advisor
CFP®, CAP, CKA®
Director, Investment Strategy
CIPM®, CFP®
JD, CFP®
JD, CPA, PFS
APMA®
CFP®, CRPS®
AAMS®
AAMS®, CFP®
Fixed Income Advisor
CFP®, QPA, ERPA, CPC, CPFA
Retirement Solutions Advisor
CFP®, FPQP®
AIF
Chief Platform Officer
Director of Client Development
CPA, RLP®
Office & Administrative Support Associate
CFP®, FBS
CFA, AIF
President, Buckingham Strategic Partners
CRPS®, CPFA, CFP®
Associate Retirement Plan Advisor
CFP®, CRPC®, APMA®
CFP®, NSSA
CFP®, MSFP
Manager, Advisory Team Leadership
Chief Information and Technology Officer
Tax Manager
Head of Financial and Economic Research
Advisory Team Associate
CFP®, ChFC®
Director, Transactions
Operations Specialist
CPA, PFS, CGMA
Chief Solutions Officer