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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Proudly Serving Atlanta

Atlanta

Buckingham Strategic Wealth’s Atlanta team serves retirement-minded individuals, families, professionals, entrepreneurs and retirement plans by offering holistic wealth management solutions through an advisor relationship built on personal trust and integrity. We understand each client has a unique set of financial goals and expectations and we customize our solutions to create disciplined, academically based investment experiences tailored to address each client’s distinct needs.

The Atlanta team joined Buckingham in 2020 through its acquisition of Nova Wealth Management Group, where we have been serving as trusted advisors to clients in the area for more than 20 years. We pride ourselves in our proactive and comprehensive approach to a diverse array of financial planning aspects.

Our Services

Wealth Management
Financial Planning
Tax-Efficient Strategies
Estate Planning Consultation
Insurance Analysis
Retirement Plan Services
Business and Succession Planning

Coordination with Other Consultants (CPA, Attorney)
Wealth Transfer
Charitable Giving
Education Planning
Multigenerational Legacy Planning
Fixed Income Protfolio Creation

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Your Atlanta Team

Our Buckingham Atlanta team focuses on you, your life, and how we can help you achieve what matters most to you. We believe your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from our recommendations.

Our team collaborates with Buckingham’s national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs. We also coordinate with other key professionals, such as attorneys and CPAs, to provide integrated planning efforts to ensure we’ve covered all the aspects of our client’s financial lives.

Atlanta

1370 Center Drive
Suite 202
Atlanta, GA 30338

678.352.7578

info@buckinghamgroup.com

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