Cincinnati

Proudly Serving Cincinnati

Cincinnati

8044 Montgomery Rd
Suite 163
Cincinnati, OH 45236

Cincinnati skyline featuring a bridge and skyscrapers overlooking the water

Buckingham Strategic Wealth’s Cincinnati team is focused on helping clients achieve retirement success. With decades of experience guiding clients toward meeting their financial goals, the team enjoys taking a people-first approach to wealth planning. Using an evidence-driven philosophy, they ensure clients understand how to navigate the peaks and valleys of markets and planning decisions.

The team has been serving the Cincinnati area since 2003, previously as Oxford Financial Partners, before joining Buckingham Strategic Wealth in 2023. Clients come to their team of advisors for the long-term partnership approach they take when working with them. As fiduciary financial advisors, they tap into Buckingham’s vast resources to make investment decisions with the client’s best interests in mind. They thrive while being held to the highest possible standard of care⁠ — and providing clarity and confidence to clients along the way.

Cincinnati skyline featuring a bridge and skyscrapers overlooking the water

Hear what makes us different.

Discover what inspires the Cincinnati 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

  • 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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