Sleep well knowing every facet of your financial life is covered.
We’re here to help you rest easy with the knowledge that you have an advisor who’s committed to doing what’s best for you. That means getting to know you in a real way – how you think, how you work, and how you want your assets to help you live your life in the most enriching way.
It means creating a plan to free you from worrying about the ups and downs of the market, so you can focus on what really matters.
Different – right from the start.
From day one, you’ll see that working with Buckingham is different. With most ‘financial planners,’ the discovery process often begins and ends with numbers. But at Buckingham, our first priority is to listen to you and your family. We take the time to understand your unique situation — your opportunities, your challenges and your hopes and dreams for the future.
The value we bring to our clients goes well beyond choosing and managing the right investments. We look into every aspect of your financial picture – from insurance, to trusts, taxes, business valuations and more. We study all forms of risk in your portfolio – and then help you discover more ways to make the most of your money and your life.
Turn understanding into action.
Once we know where you stand and where you want to go, we get to work. We put decades of peer-reviewed research to the test, crafting specific recommendations to help you find the best way forward.
At Buckingham, doing what is right for our clients means assembling a passionate team that lives and breathes the science of investing and wealth management. A team that combines years of experience and exposure to economic ups and downs with today’s technology to optimize our ability to achieve your most important goals.
Where the rubber meets the road.
With your plan in place, your Buckingham Wealth Management team then puts it into action, working with your accountant, estate planner, attorney and other advisors to ensure your money is where it should be based on your current and future needs.
Our Investment Policy Committee, a full-time team made up of advisors, researchers and financial specialists, continuously studies, evaluates, and applies the latest peer-reviewed financial research to ensure the recommendations we make live up to our exacting standards.
Our dedicated fixed income team helps you find the best ways to balance risk while providing protection against inflation. Each client’s need for fixed income assets is unique. Your Buckingham advisor will help you find and preserve the right balance for you.
Taxes, of course, are a big part of the equation, and, having been founded by four CPAs, central to our approach to wealth management. We look at taxes as a year-round strategy, monitoring your plan, your investments and the performance of the market for tax-loss harvesting opportunities.
Never have to worry.
Day by day, minute by minute, your Buckingham Wealth Management team continuously monitors both the markets and your assets to make sure they are performing according to your plan, rebalancing and making adjustments as necessary.
Nothing happens in a vacuum — in the markets or in your life. When you have questions, we are there with answers. We’re here to help you make smarter decisions and to provide the discipline you need to stay the course. In addition to conversations that happen in person, on the phone or over email, we constantly publish new content to our web site and social media feeds to inform and educate our clients and those most important to them.
As your trusted advisor, we are always here for you, so you never have to worry.
You can’t get good answers without good questions.
And we like answers.
Smart decisions take into consideration your total financial circumstance.
During our discovery and analysis phases, we look at your investment mix and see what’s working and what’s not. By collaborating across the firm with our equity, fixed income and tax strategies teams, we help you understand exactly why different vehicles might be right for you moving forward, so you can rest easy and continue to make smart decisions.
To us, smart decisions take into consideration your total financial circumstance. So as we make recommendations about trades or sales, we measure their potential impact against both total assets and future tax implications, always looking at the big picture.
Risk is inherent and essential.
When it comes to the financial markets, risk is commonly thought of in terms of the volatility or uncertainty that exists with any given investment. Ultimately, risk is an inherent and essential part of the markets as risk and expected returns are tightly related: the higher the perceived risk, the higher the expected returns.
At Buckingham, we work with our clients to understand and take into consideration a full spectrum of risks that may be present in their unique circumstances relative to investments, insurance, job security and diversification, tax liabilities and beyond. After we identify which risks exist, we craft the right strategies and plans to minimize any negative impact they may have, while appropriately capturing any opportunities they offer.
We’re ready to respond.
Like everything else about our tailored client experience, how often you hear from us is based on your specific preferences and best ways of working together. At a minimum, you receive quarterly reports, with clear, transparent accounting of your returns and any transactions we may have executed during that period. We also have real-time progress meetings to make sure we remain in close touch with your needs and circumstances. Anytime you have questions throughout the year, we’re ready to respond with clear, thorough answers.
We are also proud to provide a wide range of educational resources to you whenever you want it, on our website, via social media and digital newsletters. We have a deep bench of advisors and investment analysts that are nationally recognized thought leaders. We are at the forefront of evidence-based investing and wealth management – and we’re committed to sharing information with you.
It’s true, we’ve put a lot of questions on our site.
But that’s because when we work with you, we’re going to ask a lot of questions, too. Questions are at the very center of what we do. We never stop asking. It’s how we get to know you and your goals. How we craft a truly customized plan. And how we keep you moving toward your goals.