Serving South Florida
Miami
Buckingham Strategic Wealth’s Miami office opened in 2017, but we have been dedicated to serving residents of this community for more than 15 years. We earn their trust by creating holistic wealth management plans that address all aspects of their financial lives and support their retirement, estate and personal legacy goals.
The relationships we build are deep, and the service we provide is highly personal. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs, not on commissions. Our goal is to help clients achieve the confidence and peace of mind that comes with having a financial plan that aligns with their values and aspirations.
Our Services
- Wealth Management
- Retirement Planning
- Portfolio Design
- Tax-Efficient Strategies
- Fixed Income Portfolio Construction
- Social Security Optimization Strategies
- Charitable Gifts Planning
- Multigenerational Coordination
- Estate Planning and Wealth Transfer
- Cash Flow and Budget Review
- Insurance Policy Evaluation
- College Savings Plans
- Coordination with Other Consultants (CPA, Attorney)
- Business and Succession Planning Strategies