Buckingham Strategic Wealth

About
- ApproachChanging your life with one simple promise.
- Investment StrategyInvesting with evidence is investing with confidence.
- Business ModelBuilding a team around you.
- AlliancesCollaborating with a wide range of strategic partners.
Services
- Individuals and FamiliesYour financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.
- InstitutionsWe’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
- Plan SponsorsAs an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
- Dental Practice OwnersYou face unique financial challenges at every stage of your career. We provide the clear, unbiased advice you need to succeed on your terms.
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Forever Standing on the side of our clients…especially now.

COVID-19 has temporarily changed so many things about daily life. But in these unsettling times, we remain steadfast in our commitment to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter. Count on us to continue serving the needs and interests of clients and advisors throughout this crisis.

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Forever Standing on the side of our clients…especially now.

With a range of assistance programs offered in the government stimulus package passed in March, the CARES Act, let us walk you through the options available to you and the potential implications to your investments, your business and your life to determine where to take more specific next steps.

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Forever Standing on the side of our clients…especially now.

There are so many questions and concerns raised in times like these. We’ve created a new website, Ask Buckingham featuring videos with short, straight answers for our clients, featuring many of our Buckingham thought leaders.

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Michael Kitces and Jeffrey Levine, Our Newest Team Members

Let us show you how our evidence-based investing approach could help you achieve your financial goals despite the ups and downs of the market.

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Advice for:

Individuals and Families
Institutions
Plan Sponsors
Dental Practice Owners

How do I know if my existing advisor or broker has my best interests at heart?
It’s all about transparency.

At Buckingham, we hold ourselves to the fiduciary standard, the highest in the industry. This means we enthusiastically accept the legal responsibility and obligation to serve our clients’ best interests. Sadly, some financial advisors and financial planners do not hold themselves to this same standard as we do. How do you know if your existing advisor or broker has your best interests at heart?

Here are a few questions to consider: Does your advisor earn commissions on funds or stocks he or she recommends? Does your advisor invest his or her personal assets in the same way they recommend to their clients? Are all costs clearly disclosed up front and provided in writing? Talk to Buckingham today.
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What do I do if the market goes down?
Stick to your plan.

It’s a matter of indisputable fact. Markets go up and, yes, markets go down. The key to long-term peace of mind – and the secret to weathering the storm – is having a solid plan that’s designed to help you reach your goal despite the turbulence of the markets.

A good plan includes having the right balance of stocks and bonds – proportions determined based on your unique circumstances and goals. It also means keeping that balance no matter what happens in the market day to day or week to week. Of course, it’s not just about investments. It’s about insurance, wills, trusts and taxes and how each affects the other, today – and tomorrow. Talk to Buckingham today.
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How do I secure my family’s future?
Examine every facet of your financial life.

Achieving your financial goals depends on so much more than just investing. How might taxes impact your savings? Do you have the right insurance should something unthinkable happen? Is your estate plan designed to preserve your wealth?

These are just a few of the important areas we incorporate into the Buckingham Wealth Management™ customized plans we build for our clients. When we understand and align these critical components of financial health, our clients are able to enjoy a greater sense of confidence in their ability to achieve their highest aspirations. Talk to Buckingham today.
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How do we know we’re acting in our constituents’ best interests?
We’ll show you the way.

At Buckingham, we understand the fiduciary obligation you and your board members have to your organization.

Your committee can be assured that, with Buckingham Institutional Services™, their organization’s investments will meet the requirement of Uniform Prudent Management of Institutional Funds Act and the Uniform Prudent Investor Act. We will also partner with you to provide transparent reporting, ongoing investment analysis and insight into our philosophy to help committee members feel confident with their plan. Talk to Buckingham today.
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How do we know we’re doing what’s best for our employees?
We’ll show you the way.

There are very specific rules governing your 401(k) plan, one of which is the obligation to make all decisions based on what is in the best interests of your employees. Though all plan sponsors have that obligation, unfortunately not all service providers working with retirement plans accept that same legal requirement.

As a fiduciary advisor, Buckingham Retirement Plan Services™ serves as your true partner, helping you to satisfy this most important obligation.

Is your current advisor a fiduciary? Does your plan offer the right investment mix? Are the investments offered in your plan consistent with the guidelines in the Prudent Investor Rule? Are your employees getting the investment advice they need to make smarter decisions? Are they saving enough?

These are important questions to ask. If you’re not sure of the answers, give Buckingham a call. Talk to Buckingham today.
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How can our company benefit from switching retirement plans or providers?
Building value from top to bottom.

When your 401(k) plan is healthy and growing, your participating employees see value in it. When they get solid, objective advice from advisors they can trust, and when they can start to see a brighter future, those positive feelings transfer to you as an employer. Employees who feel better and more secure about their futures often stay longer, and are often more productive on the job.

At Buckingham, we don’t sell products. Buckingham Retirement Plan Services™ provides a comprehensive service designed to simplify the process and enhance the retirement outcomes for participants, giving your executive team and your employees the ability to build a brighter future. Talk to Buckingham today.
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What can we do to increase the value of our plan?
Boost participation.

It may seem obvious – but one of the best ways to increase the value of your plan is to boost participation and savings rates and to position it for long-term, sustainable growth.

At Buckingham, we believe increasing savings rates and participation hinges on education – so that’s where we start. And because we are independent financial advisors, we’re able to offer direct financial advice. Based on established profiles, we help guide your participants toward investment mixes that meet their needs, rather than bombarding them with a list of available fund options and hoping they make good choices. Talk to Buckingham today.
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How does your investment philosophy strengthen our retirement benefits?
Evidence wins the game.

Your employees are looking to you for a retirement plan that frees them from the hassles of worrying about investment decisions. And, ideally, you’d be able to offer them some peace of mind even through wild swings in the market. Our evidence-based investment approach does exactly this.

At Buckingham, we make investment decisions based on what decades of peer-reviewed evidence demonstrates to be the best way to capture market returns. We look beyond the hype to make recommendations and craft investment profiles based on this research, not conventional Wall Street speculation. Talk to Buckingham today.
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How do I know if my advisor understands my unique needs?
It starts with questions.

Chances are, you have a lot of questions about the financial welfare of your business. But is your current advisor asking you questions, too? As a fiduciary we’re legally required to do what’s in your best interest. That means going beyond the obvious to do what’s right for you, your family and your practice.

At Buckingham, our advisors take the time to get to know you so we can have the maximum positive impact on your finances. Maybe you’re looking to sell your practice. Maybe you need ongoing accounting and tax advice. Or maybe you’re looking for a long-term retirement and transition plan. Whatever your goals, we take an integrated approach, because each of these aspects of your finances affects the other. See how we bring it all together.
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Media

Click on the short films to learn more about the essence of who we are and our commitment to serving our clients.

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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.

We’re with you every step of the way.

Learn more about our services for individual investors and families.

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Discovery

We want to know what makes you tick. We want to know what’s important to you – not just where your money is. So we take time to get to know you, your hopes and dreams, your relationships, your businesses and your hobbies. And once we know where you stand today, we build a plan to help you get where you want to be tomorrow.
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Planning

A centerpiece of the Buckingham experience is the development of a thoughtful, customized financial plan designed to help you achieve your most important goals. Your plan gives you the confidence to weather the ups and downs of the market and freedom to focus on the things in life that matter most to you.
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Implementation

With the right plan in place, we stay with you. We keep an eye on your assets, so you can keep your eye on your life. We keep you updated on how you’re doing, because we believe you can sleep better at night when you know someone’s watching out for you.

We understand the importance of the trusted position you hold.

Learn more about our financial services for institutions.

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Discovery

The first step in the Buckingham experience is to get to know your organization’s mission. We look at your needs, your goals, your assets – and then pinpoint ways we can help. Ways we can help strengthen your connection to your donors and supporters. Ways we can partner with you to enable your organization to continue doing its important work.
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Planning

As your strategic investment partner, we create an evidence-based investment plan that takes into account your organization’s need, ability and willingness to take risk. Every recommendation we make is based on an objective fiduciary promise – so you know with confidence how we’re acting in your organization’s best interests at all times.
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Implementation

We’re with you every step of the way. We provide long-term services, support and ongoing education for your fellow board members and constituents. We are here to support your organization’s mission and strengthen its ability to achieve it now and for generations to come.

Improving the odds of a successful retirement.

Learn more about our retirement plan solutions.

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Discovery

We start by getting to know your company, your goals, and your existing plan. We then work with you to create or redesign a retirement solution that can maximize participation and contributions, and increase the odds of your employees successfully funding their retirement. We take our fiduciary responsibility to heart, always acting in your best interests.
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Education

As we start managing your 401(k) plan, we help each of your participating employees find the ideal savings rate and the right investment mix for their individual situation. Our experience shows this additional level of advice increases savings – and helps employees feel better about their plan.
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Implementation

Our evidence-based investment philosophy means we make recommendations based on what the science of investing has shown to be most effective, not the latest Wall Street speculation. This approach helps your employees stop worrying about the daily ups and downs of the market and put their focus where it should be: on their work, their careers, and their families.

We’re with you every step of the way.

Learn more about our specialized services for healthcare professionals.

1
Discovery

We want to know what makes you tick. What’s important to you – personally and professionally? What goals do you have for yourself, your career, your family, your practice? We understand the unique challenges you face – and we’re here to help you make your most important dreams come true.
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Planning

You work hard – so we want to make sure you have the tools you need to achieve your goals. Our knowledgeable teams of CFP®s, CPAs and Advisors have created the Wealth Accelerator System™ to help you create a plan to make it all happen. We help you develop an understanding of where your money goes and where it should go, and create spending and savings model you can follow to give you the best chance for long-term wealth.
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Implementation

With the right plan in place, we stay by your side, helping you make the right choices about buying or selling equipment, bringing on staff and transitioning your practice. We keep an eye on your personal finances, too – so you can sleep better at night knowing someone’s watching out for what’s best for you.

Forever Standing on the side of our clients…especially now.

Forever Standing on the side of our clients…especially now.

Forever Standing on the side of our clients…especially now.

Michael Kitces and Jeffrey Levine, Our Newest Team Members

It’s all about transparency.

Related Insights

Stick to your plan.

Related Insights

Examine every facet of your financial life.

Related Insights

We’ll show you the way.

Related Insights

We’ll show you the way.

Related Insights

Building value from top to bottom.

Related Insights

Boost participation.

Related Insights

Evidence wins the game.

Related Insights

It starts with questions.

Related Insights

Media

Insights

We’re with you every step of the way.

Discovery

Planning

Implementation

We understand the importance of the trusted position you hold.

Discovery

Planning

Implementation

Improving the odds of a successful retirement.

Discovery

Education

Implementation

We’re with you every step of the way.

Discovery

Planning

Implementation