Buckingham Strategic Wealth

About
- ApproachChanging your life with one simple promise.
- Investment StrategyInvesting with evidence is investing with confidence.
- Business ModelBuilding a team around you.
- AlliancesCollaborating with a wide range of strategic partners.
Services
- Individuals and FamiliesYour 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.
- InstitutionsWe’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
- Plan SponsorsAs an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
- Dental Practice OwnersYou 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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Healthcare Professionals

Should You Wait to Apply for PPP Loan Forgiveness?

PPP Loan Forgiveness: New Timeline Means a Change in Strategy

Unpacking the Provider Relief Fund

Strategies to Maximize PPP Loan Forgiveness

What Your Practice’s Employees Should Know About the CARES Act

First Financial Steps Following a COVID-19 Practice Closure

How Best to Utilize Your SBA Loans If You Receive Both the EIDL and PPP Loan

Common Mistakes Dentists Make with Real Estate

Real Estate: Should I Buy or Lease My Office Space?

Why Does Having Student Debt Feel So ‘Bad’ and Paying It Off Feel So ‘Good’?

Press Inquiries

Contact Molly Zerjal

Email or call 314.743.5126