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.
Our Team
Locations
Insights
Connect with Buckingham
Search

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

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.

Prev
Next