Buckingham Strategic Wealth

Yes! At Buckingham, we feel it’s important to fully explore your retirement goals and have in-depth discussions about the lifestyle you wish to maintain. Based on that, we develop a plan based on evidence and experience to put you in the best position to make those ambitions a reality. Our work doesn’t stop there as we continue to address your ever-evolving needs. We closely monitor changes in external factors as well, such as market performance, inflation and taxes.

Yes, we can! After guiding generations of clients through the college search and funding process, we know how to manage college costs, increase aid eligibility, determine the appropriate savings plans, and bring clarity to a process that’s typically anything but transparent.

Thanks fo reaching out! Yes, we offer investment planning services. We not only want to put you in the best position to achieve your goals, but we aim to develop an investment plan you can feel fully confident in during the inevitable ups and downs of the market. We do this through an evidence-based approach rooted in smart diversification, low investment costs, and minimizing risks. Altogether, we develop an investment strategy catered to help meet your specific goals. And once the initial strategy is put in place, we work continuously to ensure your investment portfolio is optimally tuned through active monitoring, rebalancing and tax loss harvesting when necessary.