Lee’s Summit

Proudly Serving Lee's Summit

Lee’s Summit

400 SW Longview Blvd
Suite 220
Lee's Summit, MO 64081


Our team’s mission is to offer an advisor relationship built on personal trust and integrity. As we build our relationship together, our focus remains on you and resolving complex issues within the components of enhancing, protecting, transferring and donating wealth. Each component is addressed when – and if – it plays an integral role in your life. We help you balance and identify changing needs within your career and creative aspirations, charitable goals, family plans, and social and leisure activities. When changes are warranted, we help ensure smooth transitions: for you, your family and multiple generations.

The Lee’s Summit team has provided advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. Madison Wealth was founded by Douglas F. Clark, CPA/PFS, to assist individuals, families and businesses seeking wealth management services that go hand in hand with tax planning. By tapping into Buckingham’s vast resources, we apply an evidence-driven investment approach to wealth management, tailoring your portfolio's level of risk according to your personal preferences, goals and circumstances.

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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

  • May 22, 2024

    7 Critical IRA Errors to Avoid

    Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

    Watch the video
  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

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  • May 14, 2024

    How AI Could Change the Economy

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan highlights the opportunities and challenges of the technology, as well as the investment implications.

    Watch the video