Buckingham Stories: David Ressner, Wealth Advisor

As an advisor, David Ressner is an idealist. He learned that early in his career when working for what he calls the “dark side” of the business, the side where a client’s best interest isn’t always the advisor’s first interest. In his gut, he knew there had to be a better way.

Dave sought out the light by starting his own firm so he could work for his clients and not commissions. He was then drawn to Buckingham because of its likeminded approach toward clients, who know the firm, as a fiduciary, must legally do what is best for them. Its investment strategy, which is built on patience and prudence, is in fact the one he uses for his family.

Simply, Dave strives to enrich his clients’ lives. Financially, that means helping minimize their taxes, protecting their wealth and preventing them from jeopardizing their financial security. Personally, that means giving them the freedom to pursue their passions and enjoy their lives. Ideally, that means doing what’s best for them.

Read More About David Ressner

Copyright © 2013, The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm.

Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.

Buckingham

BUCKINGHAM was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

Foundational Materials

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.

Buckingham Library

Click on the covers to learn more and order the books our national thought leaders have written in recent years.

Previous Slide
Next Slide