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.

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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

  • April 10, 2024

    Quarterly Outlook: Economic Momentum Continues

    At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

    Read the article
  • April 08, 2024

    Caring for Aging Parents: The Essential Planning Guide

    In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.

    Read the article
  • April 03, 2024

    Will the Dominance of U.S. Equity Performance Prevail?

    Jared Kizer sheds light on a topic that received a lot of attention in the late 2010s and has started to rear its head again over the last year – the performance of the U.S. market relative to other asset classes.

    Watch the video