Cincinnati
Proudly Serving Cincinnati
Cincinnati
8044 Montgomery Rd
Suite 163
Cincinnati, OH 45236
![Cincinnati skyline featuring a bridge and skyscrapers overlooking the water](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/GettyImages-1309026447.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370625&s=d4de2d62b3537dadc25a140d716780b8)
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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/GettyImages-1309026447.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370625&s=d4de2d62b3537dadc25a140d716780b8)
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.
![](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/BSW_Apex_Cincinnati_Thumb.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1701450808&s=9e945bc16df11d31450775cc00019046)
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Your Cincinnati Team
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