Asheville

Proudly Serving North Carolina

Asheville

111 Central Ave
Asheville, NC 28801

High up view of the scenic drive to asheville nc

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.

High up view of the scenic drive to asheville nc

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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • May 28, 2024

    How Much Cash Should You Hold in Your Portfolio?

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into a common question from investors – what's the right amount of cash to have in my portfolio?

    Watch the video
  • May 22, 2024

    7 Critical IRA Errors to Avoid

    Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

    Watch the video
  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

    Read the article