Services
It’s a pursuit,
not a product.
Unlike some in the financial industry, we don’t have some mythical algorithm or suite of products we attempt to sell you. Rather, our people are our secret sauce. With an unapologetically disciplined approach rooted in science and evidence, we partner together to continually craft and seek to optimize your wealth strategy.
Others talk of a comprehensive approach.
We embody it.
We’re focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we’ll have a perspective.
Net Worth Development
Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.
Retirement Planning
Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.
Estate & Trust Planning
Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.
Investment Planning
Maximize the assets you’ve worked so hard to attain with data-driven investing strategies.
Business Owner Planning
Enhance and integrate the value and capability of your business or professional practice.
Tax Planning
Shape your financial picture with smarter, more tax-efficient strategies.
Education Planning
Ensure the financial access to desired education experiences for your family.
Charitable Giving
Support causes that align with your values while better positioning your financial future.
Health & Insurance Planning
Protect your family and your wealth while ensuring your assets can support long-term well-being.
Serving specialized investment needs.
Even with the most detailed and comprehensive approach, there are still topics where it’s best to have specialized advisors on hand to help. From practice-integrated wealth management to planning through a divorce, we’re well-versed in helping clients navigate the intricacies in a handful of specific areas:
Your success is a team effort.
Your success is a team effort.
Finding the right advisor is important. But we want to be perfectly clear — when you partner with Buckingham, you gain the strength of our entire organization.
And if you’re looking for more, we have you covered.
We offer additional services for those individuals and businesses that have more complex situations or are just starting to think about money management.