Proudly Serving West Virginia

Charleston

Buckingham Strategic Wealth’s Charleston team builds ongoing relationships with clients founded on trust and integrity, so they can feel confident that we’re working to do what’s in their best interests. Understanding our clients’ life goals and financial objectives helps us provide distinct solutions to address the complexities of their financial lives. Our most important goal is helping clients achieve theirs.

Our team has been serving individuals, families and businesses in Charleston and the surrounding area since 2002, previously as Arnett Carbis Toothman Wealth Advisors before joining Buckingham in 2018. Because we are fiduciaries, our clients can be confident that we provide objective, long-term financial advice that helps them achieve peace of mind about their financial future.

Our Services
  • Wealth Management
  • Portfolio Design and Management
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Construction
  • Social Security Optimization
  • Higher Education Savings
  • Cash Flow and Budget Planning
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gift Planning
  • Coordination With Other Consultants (CPA, Attorney)
  • Business and Succession Planning
Contact a Charleston Advisor

Your Charleston Team

When it comes to investing, we help clients focus on the things they can control – minimizing costs, diversifying broadly and considering tax efficiency – and ignoring the things investors can’t, like the general movement of the markets.

Our team, led by wealth advisors Cindy McGhee, Chris Erlewine and Nick Oxley, collaborates with Buckingham’s specialists across the country to ensure the strategies we employ address every intricacy of our clients’ financial lives.

Charleston

101 Washington Street East
Suite 120
Charleston, WV 25329
304.223.4550
info@bamadvisor.com
Directions
Download directions here.

We’re easy to find.