Burlington
Proudly Serving Iowa Families
Burlington
320 North Third Street
Suite 501
Burlington, IA 52601
Buckingham Strategic Wealth's Burlington office delivers customized, comprehensive wealth management and planning services to help individuals and families achieve their financial goals. While the financial world can be complex and the headlines overwhelming, we educate clients on every aspect of personal finance. That knowledge helps our clients gain clarity and feel confident in making smart decisions about their wealth.
Thanks to a blend of specialized technical skills and highly personalized service, our clients receive the guidance they need and the focus they deserve. We also offer distinctive services for business owners and physicians to address the unique complexities that come from integrating personal and professional financial plans.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
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October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
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