Proudly Serving

Pittsburgh

Buckingham Strategic Wealth’s Pittsburgh team understands that as wealth grows so does the level and complexity of planning. Step by step, we help navigate clients toward financial clarity by defining goals and needs, reviewing assets, providing recommendations, implementing and managing portfolios, and tracking progress as they pursue well-defined goals. We do all of this with this aim: to protect and grow our clients’ wealth.

The Pittsburgh office joined Buckingham in 2019 through its acquisition of Alpern Wealth Management. Since 2001, we have been working with individuals, families and businesses to build blueprints for their financial future that are comprehensive as well as flexible to accommodate their changing needs. Today, we tap into Buckingham’s vast resources, investment research and educational tools to design specialized financial plans while maintaining personalized service for all our clients.

Our Services
  • Wealth Management
  • Financial Planning
  • Tax-Efficient Strategies
  • Estate Planning
  • Insurance Analysis
  • Retirement Plan Services
  • Business and Succession Planning
  • Coordination With Other Consultants (CPA, Attorney)
  • Wealth Transfer
  • Charitable Giving
  • Education Planning
  • Multigenerational Legacy Planning
  • Fixed Income Portfolio Creation
Contact a Pittsburgh Advisor

Your Pittsburgh Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. That means no selling, no commissions, no conflicts of interest — just solid, long-term financial advice.

We build comprehensive plans based on evidence, and Wealth Advisor Adam Yofan also believes that human components — understanding, compassion and empathy — play key roles when it comes to managing wealth. Our team anticipates challenges and opportunities, and we collaborate with Buckingham’s national network of financial planning and investment specialists to solve for clients’ most complex financial needs.

Pittsburgh

603 Stanwix Street, Suite 1640
Pittsburgh, PA 15222
412.224.2235
info@bamadvisor.com
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We’re easy to find.