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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Tax Strategies

Move Past the Immediate, Plan for Your Goals

Maximizing Outcomes by Reducing Taxes Over Your Lifetime

What’s a QCD—and Why Taxpayers Need to Know the Answer Now

Shorting’s Impact on Tax-Efficiency

Taxes Are Everywhere, But So Are Planning Opportunities

New Tax Law, More Tax Questions for Financial Advisors

How to Manage Your Money in 2018

The Proposed Tax Plan and Your Money

Minimizing Taxes Now and Forever

Tax Professionals as Wealth Managers: A Q&A with Buckingham’s Elliot Dole

Press Inquiries

Contact Molly Zerjal

Email or call 314.743.5126