Proudly Serving North Carolina
111 Central Ave
Asheville, NC 28801
Buckingham Strategic Wealth’s Asheville team is focused on what we do best – helping our clients plan for all of their life changes. We use an investment philosophy rooted in evidence to design financial plans that are unique to each person’s individual situation. We pledge to every client that we will guide them through their options and explain our advice clearly. We always take the time to make sure you understand our advice so you can make the best choices.
Our team has provided advisory services to the Asheville area since 2010, previously as Davis Financial Planning, before joining Buckingham Strategic Wealth in 2023. As fiduciary advisors, we offer comprehensive financial planning services to individuals and families, as well as tax planning and preparation services. No matter which aspect of financial planning you need help with, the Asheville team taps into Buckingham’s vast resources to provide a highly personalized experience for each client.
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
February 15, 2024
What to Do When the Market Hits All-Time Highs
Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.Watch the video
February 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.Read the article
February 06, 2024
What Does the SEC Approval of Bitcoin ETFs Mean for Cryptocurrency?
Head of Investment Research Jared Kizer shares our outlook on bitcoin given what we’ve seen so far in early 2024.Watch the video