As a unified organization with national reach, we help more advisors deliver on the promise to understand clients’ holistic financial situation and deliver a plan to achieve their life and financial goals. Under the Buckingham Wealth Partners umbrella, two businesses, Buckingham Strategic Wealth and Buckingham Strategic Partners, help investors and advisors plan for a prosperous life on their own terms.
We walk step by step with our prospective partners, guiding them through a process that ultimately produces firmer footing for their future, as well as the futures of their valued team members and clients. For over a decade, we’ve partnered with advisors who are growth-oriented, focused on their own succession planning, or somewhere in between.
Adam Birenbaum
Chief Executive Officer
Justin Ferri
Chairman of Buckingham Strategic Wealth
Wendy Hartman
President
Jeff McGovern
Director of Transactions
Phil Usry
Transactions Manager
Brian Cheah
Transactions Specialist
The O&I team has helped integrate numerous teams, and we understand each transaction is unique. We customize the integration experience to ensure it meets your needs and agreed-upon goals and objectives.
Brian Regan
Director of Onboarding & Integration
Scot Colgrove
Onboarding & Integration Advisor
Matt Spezialetti
Onboarding & Integration Advisor
Jeffrey Berridge
Onboarding & Integration Operations Manager
Stefana Szytec
Onboarding & Integration Specialist
Brett Callies
Onboarding & Integration Operations Specialist
Which means we’ll always act in the best interests of your firm, your team members and your clients.