Rochester Hills

Proudly Serving Rochester Hills

Rochester Hills

1055 E South Blvd
Suite 230
Rochester Hills, MI 48307


Buckingham Strategic Wealth’s Rochester Hills team works hard every day to bring you peace of mind. We understand that financial planning is about more than finances — it’s about helping clients preserve and grow their assets in a way that meets their personal goals. Our role is to help you stay calm, strategic and focused on the challenges of whatever happens in financial markets. We act as an accountability partner and coach keenly focused on your goals.

Our team has provided advisory services since 2000, previously as LifePlan Financial Advisory Group, before joining Buckingham Strategic Wealth in 2023. As fiduciary advisors, we help you create goals, saving and spending strategies, estate planning, tax efficiency, charitable giving, college planning and more. By tapping into Buckingham’s vast resources, we constantly monitor all components of your financial plan to help you achieve financial success.

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

    Read the article
  • November 25, 2024

    Navigating Conversations About Inheritance With Adult Children

    Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.

    Watch the video
  • November 25, 2024

    Year-End Tax Planning to Maximize Your Savings

    In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.

    Watch the video