Chicago

Proudly Serving Illinois Families

Chicago

500 Lake Cook Road
Suite 205
Deerfield, IL 60015

Buckingham Fountain in Chicago, beautifully lit at sunset

Buckingham Strategic Wealth’s team on the North Shore of Chicago finds inspiration through collaborating with our clients to find meaning, simplicity and innovative solutions to life’s financial questions. We start by creating a one-page "mind map" that captures clients’ most important goals, values, assets, income streams and other critical information. Once we understand who you are, we can create a tax-efficient portfolio strategy to help you meet your goals. We run detailed cash flow projections to find the best tax and investment solutions to lifetime income and spending needs. Our job is to help our clients know how much to save, how much they can spend and how much they can give to others. This motivated team has been serving high-net-worth families in Chicago and nationwide since 2000, previously as Stevens Wealth Management before joining Buckingham in 2018. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from any of our recommendations. Our mission is to do what is right for all of our clients, standing by them as they achieve the confidence that comes with having a financial plan that aligns with their values.
Buckingham Fountain in Chicago, beautifully lit at sunset

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Discover what inspires the Chicago team to provide a highly personalized experience for each client's unique needs and goals.

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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

  • 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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  • June 17, 2024

    Are You Ready to Retire? 4 Questions to Consider

    Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.

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