Buckingham Strategic Wealth

Yes. 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. We can even help students discover respected schools that are generous with grants and scholarships as they compete for high-quality applicants.

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 do! At Buckingham, our wealth advisors are well-versed in the distinct planning needs of business owners, able and excited to help optimize your personal and professional finances. By gaining a deep understanding of your professional ambitions and taking stock of all of your resources, we work together to provide a well-informed, goal-oriented approach to planning elements, such as cash flow, tax minimization, debt optimization, retirement, health and work-life balance.

Hi Joseph! Thanks for reaching out. Yes, there are CFP's with our firm.

For more than 20 years, our team has offered direction and education to our clients, so they have confidence when it comes to their financial futures.