Helping Families and Businesses
The Buckingham Strategic Wealth team in Indianapolis provides clients with true wealth management services, specializing in helping business owners leverage the financial complexities that stem from managing their professional and personal financial lives. We call this approach Practice Integrated Wealth Management. It’s designed to help individuals who own their practice – whether dental, medical or legal – by partnering with an advisor who focuses on the unique challenges they face. We help professionals find the peace of mind that comes when clients have planned all aspects of starting, building and transitioning a practice and have integrated that plan with their personal financial goals.
The Indianapolis office joined Buckingham in 2014 through the firm’s acquisition of Hufford Advisors and continues to help clients design a plan based on their goals and values that will give them the financial freedom to enjoy retirement. Since 1998, our team has served as a trusted advisor to clients in Indiana and throughout the country, helping business owners and their families make smart financial decisions.
- Wealth Management
- Business Practice and Transition Planning
- Portfolio Construction
- Retirement Planning
- Wealth Transfer and Legacy Goals
- Tax Planning
- Insurance Policy Evaluation
- Fixed Income Portfolio Creation
- Social Security Optimization Strategies
- College Savings Plans
- Multigenerational Coordination
- Charitable Gift Planning
- Coordination with Other Consultants (CPA, Attorney)