Helping Clients in Hampton Roads

Norfolk

Buckingham Strategic Wealth’s Norfolk team helps clients make smart financial decisions through in-depth conversations about their values and goals, careful planning and ongoing education. Together with all our clients, we create customized, holistic wealth management plans that integrate every aspect of their financial lives. Our goal is to provide clients with the peace of mind that comes with having a comprehensive plan in place that will help them achieve their financial goals.

The Norfolk team joined Buckingham in 2018, having previously served clients since 2000 as WealthQuest Financial Services. Today, we tap into Buckingham’s extensive resources, investment research and technology to design specialized financial plans while maintaining personalized service for each and every client we serve. We work with individuals, families, and business owners to create plans designed to enhance, protect and transfer their wealth in alignment with their values.

Our Services
  • Holistic Wealth Management
  • Investment Management
  • Retirement Planning
  • Tax-Efficient Strategies
  • Customized Fixed Income Portfolio Construction
  • Social Security Optimization Strategies
  • Estate Planning and Wealth Transfer
  • Education Savings Plans
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Giving
  • Coordination With Other Consultants (CPA, Attorney, Insurance Agent)
  • Business and Succession Planning
Talk to a Norfolk Advisor
Jeffrey S. Chernitzer, CPA/PFS
Wealth
Advisor
Jeffrey S. Chernitzer, CPA/PFS
Cheryl Furlong, CFP<sup>®</sup>, CPA/PFS
Wealth
Advisor
Cheryl Furlong, CFP®, CPA/PFS
Ted Ring
Associate
Wealth
Advisor
Ted Ring
Ming-Wen Weaver
Client
Relationship
Specialist
Ming-Wen Weaver
Sarah Shaffer
Client
Relationship
Specialist
Sarah Shaffer
Amy Berry
Advisory
Team
Associate
Amy Berry
Previous Slide Next Slide

Your Norfolk Team

As fiduciaries and fee-only advisors, 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 guidance.

Our wealth advisors — Jeff Chernitzer and Cheryl Furlong — are supported by Buckingham’s deep bench of multidisciplinary specialists, who provide in-depth industry knowledge so our clients can be confident their customized plan addresses all the intricacies of their financial lives. We also work closely with our clients’ other key professionals — such as CPAs, attorneys and insurance agents — to provide coordinated planning efforts.

Norfolk

150 W. Main Street, Suite 1860
Norfolk, VA 23510
757.533.4150
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.