At Home in Iowa for More Than 17 Years

Burlington

Buckingham Strategic Wealth’s Burlington office delivers customized, comprehensive wealth management and planning services to help individuals and families achieve their financial goals. While the financial world can be complex and the headlines overwhelming, we educate clients on every aspect of personal finance. That knowledge helps our clients gain clarity and feel confident in making smart decisions about their wealth.

Thanks to a blend of specialized technical skills and highly personalized service, our clients receive the guidance they need and the focus they deserve. We also offer distinctive services for business owners and physicians to address the unique complexities that come from integrating personal and professional financial plans.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Creation
  • Social Security Optimization Strategies
  • College Savings Plans
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gifts Planning
  • Coordination with Other Consultants (CPA, Attorney)
  • Business and Succession Planning
  • Educational Resources and Events
Talk to a Burlington Advisor

Your Burlington Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. That means no selling, no commissions – just solid, long-term financial advice.

Wealth Advisor Kent Schmidgall enjoys helping people discover the peace of mind that comes from having a well-developed financial plan. He collaborates with Buckingham’s deep bench of multidisciplinary specialists, who provide added in-depth industry knowledge, to ensure we’ve addressed all aspects of your financial life.

Burlington

320 North Third Street
Suite 501

Burlington, IA 52601
+1 (888) 758-6792
info@bamadvisor.com
Directions
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We’re easy to find.

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.