Live in the Now Campaign Microsite
Live in the now.
At Buckingham, we obsess over planning for your life, so you can focus more on living it. With an evidence-based approach and nothing but your best interests at heart, we’ll continuously research and optimize every facet of your financial life to put you in the best position to reach your goals. We obsess, so you don’t have to.
Ready to get started? Schedule a quick conversation.
Experience how we can help.
Take 15 minutes to share what keeps you up at night with one of our brightest wealth advisors. We don’t have a sales pitch, we’re just here to listen. No strings attached. We’ll share answers to your worrisome questions to help ease your mind. A better night’s sleep is sure to follow.
Net Worth Development
Can a better wealth strategy help my day-to-day and my long-term financial life?
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Retirement Planning
Am I following the right path to achieve my retirement timing and goals?
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Estate & Trust Planning
Can I better care for my family and the causes and charities I care about?
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Investment Planning
Can my investments work harder to meet my needs and goals?
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Tax Planning
Can I save more in taxes? How can I keep more of what I earn and invest?
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Education Planning
Can I afford the education I want for my family?
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Our fee-only approach.
Buckingham has been proudly fiduciary and a fee-only wealth management firm since its very first day nearly 30 years ago. This means we sell no financial products and receive no commissions from any source. Instead, we're solely in the business of advice. Our fees from clients are based on a percentage of our managed client assets in any given year and cover all of our investment management and financial planning services.
This structure underpins our ability to give fully independent, fiduciary advice and further puts us “on the same side of the table” as our clients. So, when you do well, we do well. Buckingham generally has a minimum annual fee of $3,000.
While we will not engage in hourly consulting, in a limited number of circumstances we will engage in one-time, planning-only engagements.
Tax preparation services are available but charged separately.
Let us come to you
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