Proudly Serving 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.
- 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