Updated November 01, 2023
Avatar

Buckingham Strategic Wealth

Investment Advisor Firm
Total assets under management$24B
Years in business30+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Estate Planning
  3. Trust Planning
  4. Investment Planning
  5. Tax Planning
  6. Education Planning
  7. Charitable Giving
  8. Health Insurance Planning

More about Buckingham Strategic Wealth

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
143323258

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Buckingham Strategic Wealth.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Buckingham Strategic Wealth.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ