Proudly Serving the Southeast


Buckingham Strategic Wealth’s Nashville team offers personalized investment management and wealth planning to help make your dreams a reality. Our wealth advisors are fiduciaries that bring you comprehensive, evidence-based investment management and wealth planning for your specific financial situation.

The Nashville team joined Buckingham in 2019 but has long served as trusted advisors to clients in the area. We help you meet your goals with evidence-based, tax-efficient and cost-conscious investing for the long term. We are now able to bring Buckingham’s vast resources, investment research and educational tools to our clients while maintaining the highly personalized service you have come to expect.

Our Services
  • Wealth Management
  • Retirement Planning
  • Business Exit Planning
  • Portfolio Design and Management
  • Tax-Efficient Strategies
  • Custom Fixed Income Portfolios
  • Social Security Strategies
  • College Savings Plans
  • Estate Planning
  • Multigenerational Coordination
  • Wealth Transfer
  • Insurance Policy Review
  • Charitable Gifts Planning
  • Coordination with Other Professionals
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Your Nashville Team

As fiduciaries, we’re driven by our commitment to doing what’s in the best interest of our clients, not selling, commissions, or conflicts of interest. We manage portfolios holistically with investment knowledge, clarity about your financial picture and a genuine commitment to helping you reach your goals. We provide solid, long-term financial advice that adheres to our evidence-based investment strategies.

Our team collaborates with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address every intricacy of our clients’ financial lives and solve their most complex financial needs.


8 Cadillac Drive
Suite 160
Brentwood, TN 37027
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Download directions (PDF file)

We’re easy to find.