Ridgeland

Proudly Serving the Southeast

Ridgeland

661 Sunnybrook Road
Suite 330
Ridgeland, MS 39157

Aerial view of the Mississippi State Capitol building

Buckingham Strategic Wealth's Ridgeland team offers personalized investment management and wealth planning to help accomplish your most important financial life goals. We build long-term personal relationships by understanding our clients and their families' goals and financial lives so we can help them make sound decisions and keep them on track. Making your dreams a reality takes more than investing, it takes partnering with a trusted wealth advisor who will bring you true wealth management. The Ridgeland team joined Buckingham in 2019 and has been serving as trusted advisors to high-net-worth individuals and families and successful business owners across the southeast US. As fiduciaries and fee-only advisors, we help meet your goals with evidence-based, tax-efficient and cost-conscious investing for the long term. We are now able to add Buckingham's resources, investment research and educational tools to our clients while maintaining the highly personalized service you come to expect.
Aerial view of the Mississippi State Capitol building

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Enjoy some of our latest resources

  • September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article
  • 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.

    Read the article
  • 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.

    Read the article