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About Buckingham Strategic Wealth
Buckingham Strategic Wealth is an investment advisory firm that differentiates itself by focusing on a holistic and evidence-based approach to wealth management. They prioritize people over products, placing a strong emphasis on the expertise of their team. Their approach is rooted in science, striving to continually optimize wealth strategies for their clients.
What sets them apart is their commitment to being radically rational. As early adopters of the fiduciary, evidence-based approach, they prioritize doing right by their clients. They measure success not by the assets they manage but by the lives they improve. Transparency is a core value, and as fiduciary advisors, they legally pledge to put clients' needs first, offering fee-only advice with no commissions or brokers involved.
Buckingham's evidence-based, data-driven approach relies on decades of peer-reviewed research, ensuring a sound foundation for financial planning and investment strategies. They believe in taking the guesswork out of wealth management.
When you partner with Buckingham, you're not just getting an advisor; you gain the strength of their entire organization. Under the leadership of Chairman and CEO Adam Birenbaum, they've grown into one of the largest Registered Investment Advisor (RIA) firms in the country. Their dedication to client-first values, succession planning, and strategic growth has made Buckingham Strategic Wealth a trusted partner for individuals seeking comprehensive wealth management.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Estate Planning
- Trust Planning
- Investment Planning
- Tax Planning
- Education Planning
- Charitable Giving
- Health Insurance Planning
More about Buckingham Strategic Wealth
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 143323 | 258 |
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