Proudly Serving Nebraska Families and Businesses

Lincoln

Buckingham Strategic Wealth’s Lincoln team takes time to build relationships with clients to understand their specific situations, goals and dreams in order to offer thorough and objective fee-only financial advice. Our experienced advisors provide clients with the education and insight that helps them make sound financial decisions for themselves and their loved ones, safeguarding the future for generations to come.

Our team has been serving the Lincoln area since 2004, previously as Executive Wealth Management before joining Buckingham in 2017. Today, we collaborate with other industry specialists at Buckingham to ensure we cover every aspect of our clients’ complex financial needs through a comprehensive, customized wealth management strategy. Our goal is to give our clients peace of mind by crafting a plan that attends to every aspect of their financial lives.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Investment Analysis
  • College Savings Plans
  • Social Security Optimization Strategies
  • Estate Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Creation
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Analysis
  • Charitable Gift Planning
  • Coordination with Other Consultants (CPA, Attorney)
Talk to a Lincoln Advisor
Danny Clare
Associate
Wealth
Advisor
Danny Clare
Jeff Johnson, CFP<sup>®</sup>
Wealth
Advisor
Jeff Johnson, CFP®
Dale Roehrs, CFP<sup>®</sup>
Wealth
Advisor
Dale Roehrs, CFP®
Alan Johnson
Wealth
Advisor
Alan Johnson
Andrew E. Waite, CFP<sup>®</sup>
Wealth
Advisor
Andrew E. Waite, CFP®
Shannon Linder, CFP<sup>®</sup>
Associate
Wealth
Advisor
Shannon Linder, CFP®
Lindsay Kobus
Associate
Wealth
Advisor
Lindsay Kobus
Eric Johnson, FPQP<sup>TM</sup>
Client
Relationship
Specialist
Eric Johnson, FPQPTM
Sue Spadt
Client
Relationship
Specialist
Sue Spadt
Patti Zechmann
Receptionist
Patti Zechmann
Patty Zeleski
Receptionist
Patty Zeleski
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Your Lincoln 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 team, which includes four wealth advisors, 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 are confident their customized plan addresses all aspects of their financial lives.

Lincoln

6940 “O” Street, Suite 300
Lincoln, NE 68510
402.466.3400
info@bamadvisor.com
Get directions on Google Maps
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.