At Home in Indiana for More Than 25 Years

Indianapolis

The Buckingham Strategic Wealth team in Indianapolis provides clients with true wealth management services, specializing in helping business owners leverage the financial complexities that stem from managing their professional and personal financial lives. We call this approach Practice Integrated Wealth Management. It’s designed to help individuals who own their practice – whether dental, medical or legal – by partnering with an advisor who focuses on the unique challenges they face. We help professionals find the peace of mind that comes when clients have planned all aspects of starting, building and transitioning a practice and have integrated that plan with their personal financial goals.

The Indianapolis office joined Buckingham in 2014 through the firm’s acquisition of Hufford Advisors and continues to help clients design a plan based on their goals and values that will give them the financial freedom to enjoy retirement. For more than 25 years, our office has served as a trusted advisor to clients in Indiana and throughout the country, helping business owners and their families make smart financial decisions.

Our Services
  • Wealth Management
  • Business Practice and Transition Planning
  • Portfolio Construction
  • Retirement Planning
  • Wealth Transfer and Legacy Goals
  • Tax Planning
  • Insurance Policy Evaluation
  • Fixed Income Portfolio Creation
  • Social Security Optimization Strategies
  • College Savings Plans
  • Multigenerational Coordination
  • Charitable Gift Planning
  • Coordination with Other Consultants (CPA, Attorney)
Talk to an Indianapolis Advisor

Your Indianapolis 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.

Our team, which includes four practice integration advisors and two wealth advisors, has provided highly personalized service to families and business owners for decades. We collaborate with Buckingham’s deep bench of multidisciplinary specialists, who provide added in-depth industry knowledge, to provide customized, comprehensive planning for clients’ entire financial lives.

Indianapolis

8888 Keystone Crossing Blvd.
Suite 1111

Indianapolis, IN 46240
+1 (888) 470-3064
info@bamadvisor.com
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