Buckingham Strategic Wealth

About
- ApproachChanging your life with one simple promise.
- Investment StrategyInvesting with evidence is investing with confidence.
- Business ModelBuilding a team around you.
- AlliancesCollaborating with a wide range of strategic partners.
Services
- Individuals and FamiliesYour financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.
- InstitutionsWe’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
- Plan SponsorsAs an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
- Dental Practice OwnersYou face unique financial challenges at every stage of your career. We provide the clear, unbiased advice you need to succeed on your terms.
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Serving Northern Virginia Families

Middleburg

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TD Ameritrade | Schwab | Fidelity | ShareFile

The Buckingham Middleburg team uses a customized, comprehensive wealth management process that combines financial planning and an evidence-based, disciplined investment philosophy. We strive to manage and enhance clients’ entire financial lives by providing sound advice with an uncommon level of continuing service. We believe the best investment decisions are not achieved by answering questionnaires, but are developed by thoroughly understanding your overall financial picture. We take the time to get to know you, your current situation and what you want to achieve.

Our team of multi-credentialed advisors brings common sense and a wealth of professional insight to your financial decision-making process. We specialize in working with clients facing financial transitions, which can include retirement, divorce, loss of a spouse and sudden wealth. Together, we will collaborate on the strategies that will help you achieve your goals. Our team has been helping clients since 2001, formerly as Focus Wealth Management Ltd., and also serves our Fairfax office.

Our Services

Retirement Planning
Portfolio Design and Management
Tax-Efficient Strategies
Estate Plan Review
Cash Flow Planning
Customized Fixed Income Portfolio Construction

Social Security Optimization
Multigenerational Planning
Higher Education Savings
Coordination with Other Professionals (CPA, Attorney)
Insurance Review
Charitable Gift Planning and Family Legacy Planning

Talk to a Middleburg Advisor

Your Middleburg Team

As fiduciaries, we are legally bound to do what’s in the best interest of our clients. We are proudly transparent and fee-only, which means we do not accept any commissions for selling financial products. We provide objective, long-term advice that helps our clients achieve peace of mind about their financial plan.

All our wealth advisors hold the CERTIFIED FINANCIAL PLANNER™ designation, considered the industry’s highest standard for financial planners. Our team — which includes wealth advisors Helen Modly, Susan Chesson and Barbara Ristow — collaborates with Buckingham’s deep bench of planning and investment specialists to ensure the strategies we use address every intricacy of our clients’ financial lives.

Middleburg

112 West Washington, Suite 204
Middleburg, VA 20117

540.931.9051

nova@bamadvisor.com

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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.

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