At Home in Pennsylvania for More Than 15 Years

Wyomissing

Buckingham Strategic Wealth’s Wyomissing team is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning. We want to give investors the assurance, peace of mind and restful nights that come with having a customized plan that covers every aspect of their financial lives.

The Wyomissing office joined Buckingham in 2016 through the firm’s acquisition of Herbein Wealth Management. We work with individuals, families, business owners and nonprofit organizations in Pennsylvania and beyond. Today, we continue to provide deeply personal levels of service to ensure that we know – and are working toward – our clients’ most important financial goals. As fiduciaries, our commitment is to put their interests first, and our values and approach help us enrich the lives of many.

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

Your Wyomissing Team

Relationships are at the heart of everything we do. Our advisors spend extensive time getting to know our clients and their most important values, goals and relationships. That deep understanding serves as the foundation, the blueprint, for every client’s customized investment plan.

Our team includes wealth advisors William Morgan, Chiara Sockel Renninger and Scott Worley. Together, they bring a wealth of experience that fits well with Buckingham’s deep bench of industry specialists. That in-depth knowledge of investments and financial planning subjects ensures we cover all the complexities of our clients’ financial lives.

Wyomissing

2763 Century Boulevard
Wyomissing, PA 19610
+1 (610) 376-8271
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.