Michael Clayman, CFP®
As a wealth advisor, Mike works with families to gain a crystal clear and very deep understanding of their unique goals, needs and concerns. He then collaborates with the family to create a comprehensive financial plan tailored to their individual circumstances. This plan addresses portfolio management, tax strategies, retirement income planning, wealth transfer considerations, risk management, retirement analysis and education planning.
Witnessing his mother overcome significant financial hardships led Mike to make financial planning his life’s work. He particularly enjoys learning about his clients, their families and what they’re passionate about.
Mike joined Buckingham Strategic Wealth in the 2014 merger with Indianapolis-based Hufford Advisors. Prior to joining Hufford, Mike spent 18 years at Charles Schwab & Co., where he worked in both client and employee leadership roles. For 12 of those years, he served as part of the company’s Schwab Private Client Investment Advisory division.
Mike is a CERTIFIED FINANCIAL PLANNERTM. He also has passed the Series 66 securities license and maintains active life and health insurance licenses in Indiana. Mike earned his bachelor’s degree from Purdue University in 1995.