Wyomissing

Proudly Serving Pennsylvania

Wyomissing

1210 Broadcasting Road
Suite 101
Wyomissing, PA 19610

Fall leafs on a trail in wyomissing park

Buckingham Strategic Wealth's Wyomissing team is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning. We want to give investors the assurance, peace of mind and restful nights that come with having a customized plan that covers every aspect of their financial lives. The Wyomissing office joined Buckingham in 2016 through the firm’s acquisition of Herbein Wealth Management. Since 2000, we've work with individuals, families, business owners and nonprofit organizations in Pennsylvania and beyond. Today, we continue to provide deeply personal levels of service to ensure that we know – and are working toward – our clients' most important financial goals. As fiduciaries, our commitment is to put their interests first, and our values and approach help us enrich the lives of many.
Fall leafs on a trail in wyomissing park

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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.

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  • 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.

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  • 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.

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