Join Buckingham

Experience is everything.

If you are looking for guidance as you take critical next steps in your professional life, Buckingham Strategic Wealth can help you navigate the decisions that lie ahead.

We have vast experience in working with advisors as they transition their firm, and we can help lead you, your team and your clients to a more secure future.

Working together.

Our team of specialists who focus solely on transactions is backed by a broad group of diverse professionals who help you work through every nuance of the process. We approach transactions by building relationships with advisors who share our belief that there is only one way to serve clients: by placing their interests first.

Just as you do with your clients, we ask questions, listen to you and your needs, and discover what’s most important to you. We learn what has made you successful serving your clients and building your practice. With a true understanding of what you want from the next chapter in your professional life, we’ll work together to create a tailored solution that puts you on a path for achieving your goals.

Whether you’re in a city where Buckingham already has an office or your location would broaden our nationwide reach, we’d love to start a conversation about a future with Buckingham.

Learn more about the Values and Mission of Buckingham.

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A plan that works for you.

This is one of the most important decisions of your professional life, one with many layers. Through in-depth conversations, together we can determine the path that makes sense for you.

You may have an eye toward retirement — or need a plan in place if something unexpected were to happen to you — and want a succession solution for your clients and your next generation of advisors. You may want to join a growing, nationwide firm that offers deep resources, wide reach, and a boutique feel so you can free up time to focus on what you enjoy most — spending time with your clients.

Whatever you ultimately desire, we can work with you to put into action a custom, well-thought-out transition plan that helps our partners achieve a stronger future for all involved.

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We are advocates of evidence.

Our partnerships with advisors start with a shared commitment — our founding principle — to always do right by our clients. We believe passionately in following an evidence-based strategy with the understanding of how markets work. Buckingham’s Investment Policy Committee (IPC) is the engine behind this strategy.

Our IPC uses decades of peer-reviewed research to determine the funds we recommend and our capital market projections, as well as establishes strict standards for choosing fund managers to work with. The portfolios we build for clients are customized to meet their specific needs, and our team of dedicated fixed income specialists uses the bond side of portfolios to manage the risk needed to reach their financial goals.

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We’re in your corner.

Our team has helped deliver more than 30 transaction solutions involving more than 60 advisors and 4,000-plus clients. Delivering transition solutions to our partners is what they do, and they start by gaining a deep understanding of every aspect of your firm. They then create a customized, detailed plan that defines every step of the transition — who will help you with what and what will happen at each point in time. Expectations are set; every detail is defined. Most important, your clients will continue to receive the exceptional service they’ve come to expect, without interruption.

Each step of the way, our transaction specialists work with a well-rounded, wide-ranging, experienced team of professionals who work collaboratively and lend their area of specialization so you can ultimately simplify how you spend your day.

Transactions. From the beginning, this team will serve as your main point of contact and will help define next steps in our time-tested transition process.

Onboarding and Integration. During the transition and after closing, this team serves as your go-to resource to help ensure the transition to Buckingham is as seamless as possible for you and your clients.

Finance. Transition your accounting and billing needs to our specialists, so you don’t have to worry about those day-to-day responsibilities.

Compliance. Our specialists provide training and guidance as they navigate the ever-changing regulatory industry.

Talent and Development. This team helps you build on your success by defining the roles in your office and providing training to develop associates through ongoing mentoring and proactive feedback.

Marketing and Communications. You can rely on this team to help craft initial communication to clients about Buckingham, as well as regularly educate clients via insightful articles and videos from our diverse thought leaders and email newsletters.

Technology and Infrastructure. Our team of in-house systems professionals and cadre of strategic partners empower our advisors to focus on their clients. We are committed to providing integrated, secure solutions across a unified platform to our advisory teams.

Our Transactions Team


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