Melbourne

Proudly Serving

Melbourne

2000 S. Patrick Dr.
Suite 6
Indian Harbour Beach, FL 32937

Indian River in Florida flowing past beachfront houses with boats on the shoreline

Buckingham Strategic Wealth Melbourne offers diverse wealth planning services that impact our clients’ holistic financial lives. We know as wealth grows, so does the complexity of planning. We understand everyone’s financial life is different, so we work with clients to help them navigate personalized wealth planning to understand their needs, identify opportunities and future goals, and plan holistic strategies and solutions. Our team offers client focused, comprehensive financial advice and wealth management grounded in evidence-based investment strategies. Our goal is to provide guidance for people to create the life they want. For more than 20 years, our team has offered direction and education to our clients, so they have confidence when it comes to their financial futures.
Indian River in Florida flowing past beachfront houses with boats on the shoreline

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Enjoy some of our latest resources

  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

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  • August 26, 2024

    5 Reasons to Start Succession Planning for Your Business

    Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.

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  • August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

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