At Home in Illinois for More Than 19 Years

Bourbonnais

The Buckingham Strategic Wealth team in Bourbonnais earns the trust of its clients by creating holistic wealth management plans driven by their financial goals. We are fiduciaries and fee-only advisors. Which means we adhere to the highest standards of transparency in every aspect of our relationship and never make a decision that isn’t in our clients’ best interest. We work with individuals, families, retirement plans and nonprofit organizations to create plans designed to enhance, protect, transfer and donate their wealth in accordance with their values. 

The Bourbonnais office joined Buckingham in 2016 through the firm’s acquisition of Solutions for Wealth Management. For more than 19 years, our office has served as a trusted advisor to our clients and continues to provide long-term financial solutions. As every client is different, we work closely with each one on an individual basis. That allows us to ensure that we create the right plan by understanding clients’ goals, developing strategies, implementing methods and monitoring progress to help achieve them.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Investment Analysis
  • College Savings Plans
  • Estate Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Creation
  • Social Security Optimization Strategies
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Analysis
  • Charitable Gift Planning
  • Coordination with Other Consultants (CPA, Attorney)
  • Business and Succession Planning
Talk to a Bourbonnais Advisor

Your Bourbonnais Team

As CPAs and wealth advisors, we relentlessly adhere to tax-conscious strategies as a way to minimize taxes when developing financial plans, all while evaluating the best way to help you meet your goals.

Our Bourbonnais team, including wealth advisors Mark Smith and Tess Rowland, collaborates with Buckingham’s deep bench of multidisciplinary specialists. Together with their added in-depth industry knowledge, we ensure that we’ve covered all the aspects of our clients’ financial lives.

Bourbonnais

1605 North Convent Street

Bourbonnais, IL 60914
+1 (815) 935-6636
info@bamadvisor.com
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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.