Atlanta

Proudly Serving Atlanta

Atlanta

1370 Center Drive
Suite 202
Atlanta, GA 30338

Nighttime view of the dazzling Atlanta skyline, illuminated against the dark sky.
Buckingham Strategic Wealth’s Atlanta team serves retirement-minded individuals, families, professionals, entrepreneurs and retirement plans by offering holistic wealth management solutions through an advisor relationship built on personal trust and integrity. We understand each client has a unique set of financial goals and expectations and we customize our solutions to create disciplined, academically based investment experiences tailored to address each client’s distinct needs. The Atlanta team joined Buckingham in 2020 through its acquisition of Nova Wealth Management Group, where we have been serving as trusted advisors to clients in the area for more than 20 years. We pride ourselves in our proactive and comprehensive approach to a diverse array of financial planning aspects.
Nighttime view of the dazzling Atlanta skyline, illuminated against the dark sky.

Our Buckingham Atlanta team focuses on you, your life, and how we can help you achieve what matters most to you. We believe your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from our recommendations.

Our team collaborates with Buckingham’s national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs. We also coordinate with other key professionals, such as attorneys and CPAs, to provide integrated planning efforts to ensure we’ve covered all the aspects of our client’s financial lives.

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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

  • December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

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  • November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

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  • November 04, 2024

    Budgeting Tips for the Holiday Season

    Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.

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