At Home in Chicagoland for More Than 18 years

Deerfield

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Buckingham Strategic Wealth’s team on the North Shore of Chicago finds inspiration through collaborating with our clients to find meaning, simplicity and innovative solutions to life’s financial questions. We start by creating a one-page “mind map” that captures clients’ most important goals, values, assets, income streams and other critical information. Once we understand who you are, we can create a tax-efficient portfolio strategy to help you meet your goals. We run detailed cash flow projections to find the best tax and investment solutions to lifetime income and spending needs. Our job is to help our clients know how much to save, how much they can spend and how much they can give to others.

Our motivated team has been serving high net worth families In Chicagoland and nationwide since 2000, previously as Stevens Wealth Management before joining Buckingham in 2018. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from any of our recommendations. Our mission is to do what is right for all of our clients, standing by them as they achieve the confidence that comes with having a financial plan that aligns with their values.

Our Services

Asset Management: Tax-Efficient Portfolio Models and Customized Fixed Income Design

Detailed Cash Flow Planning: Tax Considerations, Income Streams, Deferred Compensation, Projected Asset Growth and Draw-Down Strategies

Compensation Planning for Executives and Professionals: Stock Options and Restricted Stock

Retirement Visioning: Savings, Spending and Giving Goals

Strategic Philanthropy

Wealth Transition Strategies for Inheritances, Divorce and Sale of a Business

Elder Care Decisions: Social Security and Asset Draw-Down Strategies, Evaluating Retirement Communities, Estate Planning and Generational Transfers

Contact a Deerfield Advisor

Your Deerfield Team

Our people delight in helping others. Compassion and caring are our most important skills. We value learning and our team members have earned multiple designations, including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, Certified Public Accountant, Chartered Advisor in Philanthropy and several master’s degrees.

Our Chicagoland team collaborates with Buckingham’s national network of financial planning and investment specialists to implement strategies that address the intricacies of holistic wealth management. We also work closely with our clients’ other key professionals — such as CPAs and attorneys — to provide coordinated planning efforts around our clients’ entire financial lives.

Deerfield

500 Lake Cook Road
Suite 350
Deerfield, IL 60015
847.282.9910
888.456.0700
847.572.0940
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.