Welcome to Buckingham

We’re wise beyond our collective years and intent on making the most of yours.

Wealth advice with a disciplined, Evidence-Driven Investing™ approach is hard to come by. Fortunately, you’ve found your way here, as that’s precisely what Buckingham delivers.

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Good is never good enough.

It’s what drives us to find clear, academic answers to your every question. And every follow-up question. Until all that’s left is clarity, comfort and a strategy built to your specific needs and values.

Get to know us

Live in the now.
We’ll keep our eye on what’s ahead.

Guided by evidence and fueled by your ambitions, our team will seek to continuously optimize a wealth strategy distinctly tailored to your needs. Helping you focus on the now and letting us prepare for what’s next.

Our strategy

A team unlike any other.

A team unlike any other.

As you search for your perfect advisor, just know our team collaborates in ways not common within our industry. Giving every client the power of our entire network, every time.

Meet our people

Upcoming Events

Even with the most detailed and comprehensive approach, there are still topics where it’s best to have specialized advisors on hand to help. From practice-integrated wealth management to planning through a divorce, we’re well-versed in helping clients navigate the intricacies in a handful of specific areas:

Explore all upcoming events
  • June 25th, 2024 | 11:30 a.m. Central

    Virtual

    3 Keys to Building the Right Portfolio for You

    In this session, Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio.

  • July 16th, 2024 | 1:00 p.m. Central

    Virtual

    Connects Quarterly Webinar: Q3 2024

    Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.