Doing the right thing is the only thing to do.

Our simple promise can change your life.

We are Buckingham, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management.

The essence of our approach is based on a pledge to act in your best interests.

This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on – and improves – the most important aspects of your life.

The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence, not empty opinions or the media’s “flavor of the month” speculation.

Investment planning is, of course, just one part of the Buckingham experience. How do your taxes impact your savings? Do you have the right insurance? Do you have an estate plan? Are you taking on the right amount of risk?

As your trusted advisor, these are the questions we help you answer. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter.

  • We do what’s right for you.

    Lots of people say they’re acting in your best interests – but how can you be sure?  As  fiduciary advisors, we’ve chosen to hold ourselves to the highest legal standard to act, serve, and advise based on what’s in your best interests.  And the recommendations and decisions we make every day reflect that. Our team of advisors and specialists are here to help you make the most of your money, so you can reach your goals.

    Acting in your best interest.

  • We turn the power of the markets in your favor.

    We believe in using the science of investing to drive better decisions about your money and your future. That means having a well thought out plan and having the confidence to know that it’s been built to withstand the day-to-day, week-to-week turbulence of the financial markets.  With evidence-based investing, you can focus on the destination and more easily enjoy the ride.

    Evidence-based investing.

  • We want you to know what we know.

    Sometimes, it feels like there’s a lot of “secrets” in this business. Not here. Our nationally recognized team of advisors, specialists, and thought leaders publish articles practically every day about topics important to investors.  Why do we share? Because that’s the best way for you to make good, long-term choices. And we believe that if you understand precisely what you’re doing and why you’re doing it, you’re going to sleep a lot better at night.

    A passion for education.

  • It pays to take a step back.

    Being a true, independent wealth advisor is a lot more than just handing your investments. We take a look at your total financial picture – your aspirations, your relationships, your assets, your insurance policies, your trusts, businesses, and interests. From there we create a holistic plan that helps you and the most important people in your life meet your long-term goals.

    Big-picture planning.

Celebrating 20 Years.

Our founders came together in 1994 with a surprisingly novel idea: that clients’ interests should come first. That the Wall Street speculation machine was causing more harm than good. That by putting the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, we could help them safeguard their financial futures and achieve their most important goals. Twenty years and thousands of clients later, we are proud to know how our values and approach have improved and enriched the lives of so many individuals, families and organizations.