Philadelphia
Proudly Serving Philadelphia
Philadelphia
600 W Germantown Pike
Suite 400
Plymouth Meeting, PA 19462
Buckingham Strategic Wealth’s Philadelphia team understands that achieving financial success is a lifelong journey. We know that each client’s financial plan is unique to their individual situation, and we develop solutions that direct clients toward achieving specifically designed goals. Our team has extensive experience providing advisory services in the Philadelphia area, previously as Convergent Financial Strategies, before joining Buckingham Strategic Wealth in 2023.
As fiduciary financial advisors, our team takes pride in helping clients make financial decisions with their best interests in mind. Our approach to investing begins with a conversation: we learn about our clients’ current situation, tolerance and capacity for risk, liquidity needs and tax situation. The heart of our process is goals-based financial planning, assisting clients with identifying their short, intermediate and long-term goals. With the breadth of resources available at Buckingham, our advisors will ensure the service we provide is tailored to your needs and preferences.
Hear what makes us different.
Discover what inspires the Philadelphia team to provide a highly personalized experience for each client's unique needs and goals.
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
-
November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
Read the article -
October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
Read the article -
October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the article