Serving D.C. Metro Area Families and Businesses


Buckingham Strategic Wealth’s Bethesda team believes each client is distinct, requiring a customized, comprehensive wealth management plan. We build deep relationships with clients to understand their specific situations, goals and dreams to better offer unbiased, transparent, evidence-based advice. With experience in investing, tax planning, charitable giving and business operation, our team uses that knowledge to solve the many complexities of our clients’ financial lives.

Our team has been serving the Washington, D.C., area since 2001, previously as ARK Financial Services before joining Buckingham in 2018. Today, we collaborate with other industry specialists at Buckingham to provide peace of mind by managing the many complexities of our clients’ financial lives. Our goal is to give our clients confidence that their financial strategy is helping safeguard the future for generations to come.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Investment Analysis
  • Fixed Income Portfolio Creation
  • Estate Planning
  • Tax-Efficient Strategies
  • College Savings Plans
  • Social Security Optimization Strategies
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Analysis
  • Charitable Gift Planning
  • Coordination With Other Consultants (CPA, Attorney)
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Your Bethesda Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. We are proudly fee-only, which means we do not accept any commissions for selling financial products — we focus on providing solid, long-term financial advice.

Our team is known for providing highly personalized service to families and business owners. We are supported by Buckingham’s deep bench of multidisciplinary specialists, who provide added in-depth industry knowledge so our clients can be confident their customized plan addresses all aspects of their financial lives.


7315 Wisconsin Ave.
Suite 800W
Bethesda, MD 20814
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