Buckingham Strategic Wealth
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Changing your life with one simple promise.
Investing with evidence is investing with confidence.
Building a team around you.
Collaborating with a wide range of strategic partners.
Individuals and Families
Your financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.
We’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
As an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
Dental Practice Owners
You face unique financial challenges at every stage of your career. We provide the clear, unbiased advice you need to succeed on your terms.
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Business Planning Strategies
Legacy and Estate Planning
Retirement Plan Solutions
Public Service Student Loan Forgiveness: Pandemics, Payments and Planning
Finding a College That Fits Your Budget and Your Child
Is COVID-19 Creating An Education Planning Crisis?
The SECURE Act and Student Loan Repayments: The Gift of Options
Dot Your I’s and Cross Your T’s: Navigating the Complexities of Public Service Student Loan Forgiveness
Important To-Do’s Before Sending Your Child Off to College
Demystifying Planning & Paying for College: A MoneyZen Conversation with Wealth Advisor David Ressner
Parents: Don’t Sacrifice Yourselves on The Altar of Your Children’s Education
Wall Street Translation: Jason Zweig’s “The Devil’s Financial Dictionary”
The Worst Financial Advice to Give a College Grad
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Contact Molly Zerjal
or call 314.743.5126