Quarterly Letter from the President: Q2 2024

For our valued clients,

I hope you have seen the news about an exciting change for Buckingham. We will be joining a wealth management firm we have known, respected, and considered close friends for nearly two decades, The Colony Group. Buckingham’s Chairman and CEO, Adam Birenbaum, will serve as CEO of the combined firm. Our recent communications share many important details, and I encourage you to read them for more background about this decision.

In light of this news, I want to take a moment to express my gratitude for your continued trust and confidence in us. We remain committed to serving you according to the fiduciary standard. Being a fiduciary means that every recommendation we make, and every strategy we propose, is designed with your best interest in mind. Our fiduciary duty is not just a legal obligation but a foundational principle that ensures transparency, integrity, and unwavering dedication to your financial well-being.

The relationship between you and your advisor is built on trust, and we value the confidence you place in us. Your advisor, supported by a broader advisory team, works diligently to understand your needs, life goals, and aspirations. We believe that evidence-based financial planning is a collaborative process, and we are committed to providing you with personalized guidance and support every step of the way.

Our team-based philosophy is central to how we serve you. By leveraging the collective experience and diverse perspectives of our internal teams, we can offer comprehensive and forward-thinking solutions that address our clients’ growing financial needs and unique circumstances. We continuously invest in our team's development and growth to ensure that we remain at the forefront of industry knowledge and best practices.

I am excited about the opportunities that lie before us. We will continue to embrace new technologies and innovative strategies to enhance our services. Our focus remains on providing you with the highest standard of fiduciary advice and maintaining the trusted relationship that we have built together.

Thank you for allowing us to be a part of your financial journey.

Until next time, with gratitude,

Wendy Hartman, President of Buckingham Strategic Wealth