Buckingham Stories: David Ressner, Wealth Advisor

As an advisor, David Ressner is an idealist. He learned that early in his career when working for what he calls the “dark side” of the business, the side where a client’s best interest isn’t always the advisor’s first interest. In his gut, he knew there had to be a better way.

Dave sought out the light by starting his own firm so he could work for his clients and not commissions. He was then drawn to Buckingham because of its likeminded approach toward clients, who know the firm, as a fiduciary, must legally do what is best for them. Its investment strategy, which is built on patience and prudence, is in fact the one he uses for his family.

Simply, Dave strives to enrich his clients’ lives. Financially, that means helping minimize their taxes, protecting their wealth and preventing them from jeopardizing their financial security. Personally, that means giving them the freedom to pursue their passions and enjoy their lives. Ideally, that means doing what’s best for them.

Read More About David Ressner

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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.

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