Serving Southern California


Buckingham Strategic Wealth’s Irvine team empowers clients to make smart financial decisions through careful planning, ongoing education and discussion of their values and goals. Those discussions drive the creation of customized, holistic wealth management plans to help integrate every aspect and complexity of our clients’ financial lives. Our goal is to help them be free to live the life they imagined and realize their financial goals.

The Irvine office joined Buckingham in 2013, after 16 years of serving Southern California clients as Wealth Management Group. Our commitment to helping clients meet their goals and simplify their lives continues today as we tap into Buckingham’s talent and resources to provide specialized financial plans while maintaining highly personalized service to each client.

Our Services
  • Holistic Wealth Management
  • Portfolio Design
  • Estate Planning and Wealth Transfer
  • Customized Fixed Income Portfolio Construction
  • Social Security Optimization Strategies
  • Education Savings Planning
  • Multigenerational Planning
  • Tax-Loss Harvesting
  • Insurance Policy Reviews
  • Cash Flow Plans
  • Coordination with Other Consultants (CPA, Attorney)
  • Business Planning Strategies
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Your Irvine Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. That means no selling, no commissions – just solid, long-term financial advice.

Our Irvine advisors have served families and business owners for decades. They enjoy helping clients make well-thought-out financial decisions that impact the quality of their lives and give them peace of mind about their financial affairs. Relationships with our team are very personal and are enhanced by Buckingham’s deep bench of multidisciplinary specialists, who provide additional industry knowledge to ensure we’ve addressed all the complexities of clients’ financial lives.


3 Park Plaza, Suite 420
Irvine, CA 92614
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We’re easy to find.