Burlington
Proudly Serving Iowa Families
Burlington
320 North Third Street
Suite 501
Burlington, IA 52601
![Aerial view of the Burlington river featuring a large white bridge](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/burlington.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370570&s=57bdce3038791362047018af4d0a28bc)
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.
![Aerial view of the Burlington river featuring a large white bridge](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/burlington.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370570&s=57bdce3038791362047018af4d0a28bc)
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Your Burlington Team
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Kent Schmidgall
CFP®, CKA®
Wealth Advisor
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Joni Bowman
Support Specialist
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
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.
Read the article -
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.
Read the article -
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?
Read the article