Proudly Serving South Carolina

Charleston, SC

Buckingham Strategic Wealth’s Charleston team helps clients explore their values and visualize their life goals so they can make informed decisions when it comes to their financial plans. Together with our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to help those we serve define what financial peace of mind and financial freedom means to them, and then provide support along the journey to achieving those things.

Our Services
  • Wealth Management
  • Portfolio Design and Management
  • Retirement Planning
  • Business and Succession Planning
  • Insurance Planning
  • Tax-Efficient Strategies
  • Estate Planning
  • Fixed Income Portfolio Creation
  • Education Planning
  • Investment Analysis
Connect With Us
Doug Buchan, CFP<sup>®</sup>
Wealth
Advisor
Doug Buchan, CFP®
Janet Gomes
Advisory
Team
Associate
Janet Gomes
Tim Maurer, CFP<sup>®</sup>
Director
Tim Maurer, CFP®
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Your Charleston Team

Our Charleston location is led by Doug Buchan, CFP®, who joined Buckingham in 2019, having previously served clients as a partner at Main Street Financial Solutions. Today, Doug and his team tap into Buckingham’s extensive planning resources, investment research and technology to design specialized financial plans while maintaining personalized service for each and every client they serve.

Charleston, SC

1240 Winnowing Way
Suite 102
Mount Pleasant, SC 29466
908.955.0331
info@bamadvisor.com
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Download directions (PDF file)

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.