Doing the right thing is the only thing to do.

Bringing all of the pieces together.

As one of the largest independent advisory firms, we have the size and freedom to bring to the table a wealth of A-list resources who add dimension and expertise to our recommendations and strategies.  We hand pick our fund families and partners to ensure their philosophies, approaches and attitudes align with our own.

Focus Financial Partners
Buckingham Strategic Wealth® is part of Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Focus’s depth of resources and relationships enables us to continually improve and advance the Buckingham experience, enabling our firm, and our clients, to stay ahead of the curve.

About Focus Financial Partners: Focus provides superior access to best practices, resources and continuity planning for its partner firms, which serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit

Buckingham is a proud member of the BAM ALLIANCE, an active community of more than 135 independent wealth management firms throughout the United States. Every member of the BAM ALLIANCE shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. In the aggregate, the total number of assets under management or administration as of September 30, 2020 for BAM, including the Loring Ward offering, was $36.49 billion.

Dimensional Fund Advisors
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.

Bridgeway’s philosophy is simple: put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in clients’ best interest. That means keeping investment costs low while providing expertly designed investments options to our clients (see comment). Of course, it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year.

AQR Funds
Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy is centered on a systematic process to control costs and manage risk, all grounded in solid economic principles.

Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is also one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions.

Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Buckingham clients.

TD/Ameritrade offers one of the industry’s most sophisticated trading platforms. The company has also won awards for its customer support and educational resources, helping investors make smarter, more informed decisions.

  • We do what’s right for you.

    Lots of people say they’re acting in your best interests – but how can you be sure?  As  fiduciary advisors, we’ve chosen to hold ourselves to the highest legal standard to act, serve, and advise based on what’s in your best interests.  And the recommendations and decisions we make every day reflect that. Our team of advisors and specialists are here to help you make the most of your money, so you can reach your goals.

    Acting in your best interest.

  • We turn the power of the markets in your favor.

    We believe in using the science of investing to drive better decisions about your money and your future. That means having a well thought out plan and having the confidence to know that it’s been built to withstand the day-to-day, week-to-week turbulence of the financial markets.  With evidence-based investing, you can focus on the destination and more easily enjoy the ride.

    Evidence-based investing.

  • We want you to know what we know.

    Sometimes, it feels like there’s a lot of “secrets” in this business. Not here. Our nationally recognized team of advisors, specialists, and thought leaders publish articles practically every day about topics important to investors.  Why do we share? Because that’s the best way for you to make good, long-term choices. And we believe that if you understand precisely what you’re doing and why you’re doing it, you’re going to sleep a lot better at night.

    A passion for education.

  • It pays to take a step back.

    Being a true, independent wealth advisor is a lot more than just handing your investments. We take a look at your total financial picture – your aspirations, your relationships, your assets, your insurance policies, your trusts, businesses, and interests. From there we create a holistic plan that helps you and the most important people in your life meet your long-term goals.

    Big-picture planning.

Celebrating 25 Years.

Our founders came together in 1994 with a surprisingly novel idea: that clients’ interests should come first. That the Wall Street speculation machine was causing more harm than good. That by putting the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, we could help them safeguard their financial futures and achieve their most important goals. Twenty years and thousands of clients later, we are proud to know how our values and approach have improved and enriched the lives of so many individuals, families and organizations.