Boca Raton

Proud to Serve South Florida

Boca Raton

2255 Glades Road
Suite 324A/319A
Boca Raton, FL 33431

Aerial view of Boca Raton beach under bright sunlight, showcasing its coastal beauty

Our Buckingham Strategic Wealth office in Boca Raton opened in 2017, but we have been dedicated to serving residents of this community for more than 15 years. We earn their trust by creating holistic wealth management plans that address all aspects of their financial lives and support their retirement, estate and personal legacy goals. The relationships we build are deep, and the service we provide is highly personal. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs. Our goal is to help clients achieve the confidence and peace of mind that comes with having a financial plan that aligns with their values and aspirations.
Aerial view of Boca Raton beach under bright sunlight, showcasing its coastal beauty

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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

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    Quarterly Outlook: Economic Momentum Continues

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    Caring for Aging Parents: The Essential Planning Guide

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  • March 25, 2024

    Protecting Your Portfolio in a Presidential Election Year

    While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.

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