Serving South Florida for More Than 15 Years

Boca Raton

Our Buckingham Strategic Wealth office in Boca Raton opened in 2017, but we have been dedicated to serving residents of this community for more than 15 years. We earn their trust by creating holistic wealth management plans that address all aspects of their financial lives and support their retirement, estate and personal legacy goals.

The relationships we build are deep, and the service we provide is highly personal. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs. Our goal is to help clients achieve the confidence and peace of mind that comes with having a financial plan that aligns with their values and aspirations.

Our Services
  • Wealth Management
  • Retirement Planning
  • Portfolio Design
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Construction
  • Social Security Optimization Strategies
  • Charitable Gifts Planning
  • Multigenerational Coordination
  • Estate Planning and Wealth Transfer
  • Cash Flow and Budget Review
  • Insurance Policy Evaluation
  • College Savings Plans
  • Coordination with Other Consultants (CPA, Attorney)
  • Business and Succession Planning Strategies
Talk to a Boca Raton Advisor

Your Boca Raton Team

We’re committed to doing what’s right for our clients and those who depend on them. That means no selling, no commissions — just solid, long-term financial advice.

Wealth Advisor Aaron Vickar has served families and business owners for decades. His team enjoys helping clients make well-thought-out financial decisions and guiding them through life’s financial milestones. The Boca Raton advisory team is supported by Buckingham’s deep bench of multidisciplinary specialists, who provide in-depth industry knowledge to ensure we’ve solved for all the complexities of our clients’ financial lives.

Boca Raton

2255 Glades Road
Suite 324A/319A
Boca Raton, Florida 33431
+1 (561) 988-2668
info@bamadvisor.com
Directions
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Insights

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.