Doing the right thing is the only thing to do.

Client Profiles

Helping like-minded people rest easy – while achieving their goals.

At Buckingham, we’re proud to work with a community of individuals, families, businesses and institutions throughout the country united by one core idea: that it’s time to stop worrying about the ups and downs of the market, and time to start sleeping better at night.

Our clients are diverse in background, profession, location and life stage. But what worries them is the same. How will I know my wealth is protected? How can I ensure my legacy is impactful? How can I provide for those that are counting on me? Helping our clients satisfy these big-picture questions is what keeps us excited about coming to work every day.

How do we help our clients? With a different way to invest. An evidence-driven approach that applies decades of research into how the markets really work, helping real people make smarter decisions about their money – and their lives – every day.

  • 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.

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