Bourbonnais
Helping Families and Businesses in Illinois
Bourbonnais
1605 North Convent Street
Bourbonnais, IL 60914
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The Buckingham Strategic Wealth team in Bourbonnais earns the trust of its clients by creating holistic wealth management plans driven by their financial goals. We are fiduciaries and fee-only advisors. Which means we adhere to the highest standards of transparency in every aspect of our relationship and never make a decision that isn’t in our clients' best interest. We work with individuals, families, retirement plans and nonprofit organizations to create plans designed to enhance, protect, transfer and donate their wealth in accordance with their values.
The Bourbonnais team has been serving as a trusted advisor since 1998, originally as Solutions for Wealth Management before joining Buckingham in 2016. Because every client is different, we work closely with each one on an individual basis to provide long-term financial solutions. This allows us to ensure that we create the right plan by understanding clients' goals, developing strategies, implementing methods and monitoring progress to help achieve them.
![Exterior of a tan financial advisors building located in Bourbonnais](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/bourbonnais.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370547&s=64c6c2b3df859a0f0a0bd958f6e13c74)
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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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July 15, 2024
5 Ways to Plan For Estate Tax Law Changes
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.
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July 10, 2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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July 01, 2024
Selecting Individual Stocks? 4 Questions to Consider
Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?
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