Grand Ledge

Proudly Serving Grand Ledge

Grand Ledge

11973 Sweetwater Dr
Grand Ledge, MI 48837

Michigan parliament building behind a statue

Buckingham’s Grand Ledge team (previously Siena Investments) has served executives and other professions, business owners, and retirees and their families since 2000. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans, integrated tax services and evidence-based portfolio management strategies.

Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients’ financial lives. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.

Michigan parliament building behind a statue

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Download PDF for more information

Enjoy some of our latest resources

  • February 26, 2024

    How Your Advisor Can Build a Plan Based on Your Values

    Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?

    Read the article
  • February 12, 2024

    5 Financial Planning Tips for Welcoming a Baby

    When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

    Read the article
  • January 29, 2024

    How to Protect Children from Identity Theft

    According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.

    Read the article