GreenCourse Financial Advisors to Join Buckingham Strategic Wealth
St. Louis, September 1, 2020 – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) today announced that GreenCourse Financial Advisors, LLC (“GreenCourse”), a registered investment advisor based in Chesterfield, Missouri, is joining Buckingham.
GreenCourse’s team of advisory professionals, including Dale Lindhorst, CEO of GreenCourse, and Maryann Vognild, CFP®, principal and director of planning for GreenCourse, will become part of the Buckingham team upon completion of the transaction, which is expected to close in the fourth quarter of 2020.
“As a well-respected advisory firm in the Greater St. Louis area, Dale, Maryann and the team at GreenCourse are well known to us, and their reputation in the industry precedes them,” said Justin Ferri, chairman of Buckingham Strategic Wealth. “We are delighted they have decided to become part of Buckingham.”
“Buckingham is a like-minded firm which is close to us both in terms of investment and planning philosophy and physical location. Our commitment to lifelong learning and doing what is best for our clients matched Buckingham’s culture,” said Dale Lindhorst. “We foresee a seamless transition for our seven-member financial planning and wealth management team, and our client base, which will now have access to all the resources of a large, nationally recognized firm.”
“Becoming part of Buckingham offers tremendous opportunities to our team and our clients. At Buckingham, they thoughtfully consider questions and approach life with honest concern for those they meet,” said Maryann Vognild. “We wanted to make sure we found a partner able to support our needs, so client service didn’t suffer, and allowed Dale and I to still take care of our employees. Being able to take administrative tasks off our plate will give us more time for mentoring and client service. We are looking forward to growing together with this team of genuinely client-focused, well-respected wealth managers.”
The GreenCourse team will serve clients from Buckingham’s St. Louis headquarters.
For more information on how Buckingham partners with top advisors, please visit www.PartnerWithBuckingham.com.
About Buckingham Strategic Wealth
Buckingham Strategic Wealth, LLC helps individuals, families, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important life and financial goals by creating customized, comprehensive, evidence-based financial plans. Buckingham’s investment philosophy is rooted in an academic approach tailored to address each client’s willingness and ability to accept market risk. As a registered investment adviser, Buckingham has a fiduciary obligation to its clients. Buckingham’s investment approach centers on modern portfolio theory implemented through passively managed mutual funds and the firm’s fixed income portfolio design and execution capabilities. Headquartered in St. Louis, Buckingham has 41 offices in 22 states. For more information, visit www.BuckinghamSW.com.
Buckingham Strategic Wealth and the community of independent advisors that make up Buckingham Strategic Partners collectively manage or administer more than $50 billion as of June 30, 2020.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Buckingham’s current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Buckingham’s operations and business environment, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Buckingham on the date of this release. Buckingham does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Buckingham may be found in the filings with the Securities and Exchange Commission made by Focus Financial Partners (of which Buckingham is a partner firm).