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

Hear what makes us different.

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

Dig even deeper.

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

  • November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

    Read the article
  • November 04, 2024

    Budgeting Tips for the Holiday Season

    Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.

    Read the article
  • 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.

    Read the article