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
Connect With Us
Jeffrey Cohen, CPA, PFS<sup>™</sup>
Wealth
Advisor
Jeffrey Cohen, CPA, PFS™
Sam M. Bromberg, CPA, PFS<sup>™</sup>
Wealth
Advisor
Sam M. Bromberg, CPA, PFS™
James Underwood, CFP<sup>®</sup>, CPA
Wealth
Advisor
James Underwood, CFP®, CPA
Nick Drummond, CFA<sup>®</sup>
Wealth
Advisor
Nick Drummond, CFA®
Melissa Keiss
Associate
Wealth
Advisor
Melissa Keiss
Cecil Staton, CFP<sup>®</sup>
Associate
Wealth
Advisor
Cecil Staton, CFP®
Alexis Cody, CFP<sup>®</sup>
Associate
Wealth
Advisor
Alexis Cody, CFP®
Diane Yost
Client
Relationship
Specialist
Diane Yost
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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
770.394.3281
info@buckinghamgroup.com
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We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.