Miami

Serving South Florida

Miami

801 Brickell Avenue
Suite 900
Miami, FL 33131

Stunning view of Miami buildings as seen from Brickell Key

Buckingham Strategic Wealth’s Miami office opened in 2017, but we have been dedicated to serving residents of this community for more than 15 years. We earn their trust by creating holistic wealth management plans that address all aspects of their financial lives and support their retirement, estate and personal legacy goals. The relationships we build are deep, and the service we provide is highly personal. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs, not on commissions. Our goal is to help clients achieve the confidence and peace of mind that comes with having a financial plan that aligns with their values and aspirations.
Stunning view of Miami buildings as seen from Brickell Key

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Enjoy some of our latest resources

  • 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.

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  • 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.

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  • 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?

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