Adam Yofan Welcome
Intentionally focused on you.
It is your financial plan, after all. So doing a deep dive into the hopes, dreams, wants and needs of the one-and-only you helps drive everything.
- You achieve clarity: Live your life now, and when you think about the future, be confident you'll end up exactly where you want to be.
- You feel empowered: Know your financial strategy incorporates layers of hard evidence and is crafted around your true needs and wants.
- You gain a partner: Work with a fiduciary advisor who puts your interests first and gets to the core of your values and goals to collaborate as life happens.
A scientific, evidence-driven approach to financial planning.
A more personal experience for investors who recognize the difference.
Our culture is rooted in teamwork.
We believe in collaboration, not competition. Sharing our deep, specialized knowledge ensures we address every aspect of your life.
A fiduciary with national reach.
With dozens of offices across the country, we leverage our size and relationships with our custodial and fund management partners to help keep your fees low.
A community of educators.
Whether it's publishing books, writing papers for established journals or appearing in the national media, we care about sharing our insights with those who need it most.
Confidence in collaboration.
Client Assets Under Management
Nearly Three Decades of Experience, Founded
Clients, team member and number of advisor Information as of June 30, 2023
*As of June 30, 2023, Buckingham, managed $22.75 billion on a discretionary basis and $1.57 billion on a non-discretionary basis for a total of $24.32 billion assets under management. In addition, Buckingham provided services to $1.34 billion of participant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $25.66 billion.
A wealth of advisors.
A wealth of experience.
A wealth of knowledge.
Here's what to expect from your initial conversation:
- We will work to gain a better understanding of you and your needs.
- We will help you get to know Buckingham and how we can assist you.
- We will find the right local team member with whom to partner you.
Book a one-on-one appointment today with Adam Yofan.