Buckingham Strategic Wealth

Category: Financial planner

Address: 7315 Wisconsin Ave # 800W, Bethesda, MD 20814, USA

Phone: +13016564100

Opening hours

Sunday: Closed

Monday: 8AM–5PM

Tuesday: 8AM–5PM

Wednesday: 8AM–5PM

Thursday: 8AM–5PM

Friday: 8AM–5PM

Saturday: Closed

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Questions & Answers

Can you assist with college savings plans?

Buckingham Strategic Wealth | Apr 1, 2022
Buckingham Strategic Wealth | Apr 1, 2022

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.

Can you help with tax planning?

Callie Fillhart | Jan 1, 2022
Buckingham Strategic Wealth | Jan 1, 2022

Yes, we offer tax planning. Our goal is to always help our clients create and maintain the greatest amount of after-tax wealth. Meaning we aren’t focused on the lowest tax bill in a specific year, but rather the lowest cumulative tax bill throughout your lifetime. Helping you implement a long-term tax-reduction strategy is an integral role of Buckingham advisors and has far-reaching effects on your overall financial strategy.

Do you offer retirement planning services?

Matt Watson | Oct 28, 2021
Buckingham Strategic Wealth | Oct 28, 2021

Hi Matt. Yes, we offer retirement planning. 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.

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