Proudly Serving the Southeast
Nashville
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