Alpern Wealth Management Joins Buckingham Strategic Wealth

Buckingham Strategic Wealth, the St. Louis-based comprehensive wealth management firm with a national reach, has expanded its presence in Pennsylvania through the acquisition of Pittsburgh-based Alpern Wealth Management, which will assume the Buckingham name.

Alpern Wealth Management is led by Adam Yofan, CPA/PFS, and, like Buckingham, provides evidence-based investment management and comprehensive financial planning services to individuals, families and businesses.

“Building strong, enduring relationships and doing what’s best for our clients has long been a foundation of our firm,” Yofan said. “Joining Buckingham, a firm that shares our core values and full-service approach to wealth management, will allow us to enhance the services we provide as we begin to take advantage of its distinct strengths — including enhanced technology and access to extensive resources and specialists.”

The transaction, which closed Jan. 1, 2019, also brings Mary Lyn Saly and Monica Kovacs to the Buckingham team. Buckingham’s new Pittsburgh office is the firm’s third in Pennsylvania, joining locations in Wyomissing and New Castle.

“Adam, Mary Lyn and Monica are an outstanding addition to Buckingham as a whole and to the team we have in place to serve our Pennsylvania clients specifically,” said Buckingham CEO Adam Birenbaum. “Aligning our efforts will allow us to better help clients in Pittsburgh and across country reach their most important financial and life goals through holistic financial planning that connects their money with their values. We’re honored they’ve chosen to be an integral part of what we’re creating here at Buckingham.”

Welcoming Alpern Wealth Management represents another significant chapter in Buckingham’s robust and ongoing transaction story. Since 2010, the year in which the firm closed its first acquisition, Buckingham has grown to include offices in 30 cities across the country, becoming a recognized destination for succession solutions.

“Continuing to build the Buckingham family is a crucial aspect of our ongoing strategic effort to deliver more evolved and best-in-class wealth management solutions to our current and future clients,” Birenbaum said. “Deepening our exceptional bench of talent and offering even more personal levels of service all further our pursuit of an unrivaled client experience.”

Buckingham is a partner firm within Focus Financial Partners and sister company to BAM Advisor Services, home to The BAM ALLIANCE and Loring Ward, which together serve a nationwide community of more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors throughout the country.

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, Buckingham Strategic Wealth®

Share Button

Download article as PDF

Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

Foundational Materials

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.

Buckingham Library

Click on the covers to learn more and order the books our national thought leaders have written in recent years.

Previous Slide
Next Slide