Buckingham Strategic Wealth

Yes, we do. First, we’ll get a complete and comprehensive understanding of your assets, investments, liabilities, cash flow, and other key attributes of your financial life. Then, we’ll do the same with your values, ambitions and broader life goals to identify opportunities to help your finances work in harmony with your needs. Together, we’ll build a strategic road map for long-term planning and rediscovery.

Hi Matt. Yes, offer education planning. 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.

Hi Samantha! Thanks for 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.