Nashville
Proudly Serving the Southeast
Nashville
214 Overlook Cir
Suite 200
Brentwood, TN 37027
A message from
Joshua Parker
Wealth Advisor
As fiduciaries, we’re driven by our commitment to doing what’s in the best interest of our clients, not selling, commissions, or conflicts of interest. We manage portfolios holistically with investment knowledge, clarity about your financial picture and a genuine commitment to helping you reach your goals. We provide solid, long-term financial advice that adheres to our evidence-based investment strategies.
Our team collaborates with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address every intricacy of our clients’ financial lives and solve their most complex financial needs.
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
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.
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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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