October 29, 2021

Buckingham Expands to Kansas City

We are delighted to welcome The Planned Approach (TPA) to the Buckingham Strategic Wealth team! The TPA team will lead the new Buckingham office in Kansas City, Missouri.

“Partnering with Buckingham was a natural choice for us,” explained Stephanie Guerin, CFP®. “This move allows us to maximize our capabilities and quality of planning much faster than if we were to continue building our firm independently.” “Buckingham’s intellectual curiosity, structural capabilities, empathy, and even their sense of humor, matches ours perfectly,” added Kelly Hokanson, CFP®. “We are beyond excited to join Buckingham and see the impact of our collaboration immediately in Kansas City. We cannot wait to see what we accomplish together.”

“This new advisory team brings a wealth of experience to the team and reinforces Buckingham’s pledge to bring more female advisor talent to the firm, helping to lead the industry in a commitment to gender equity in wealth management,” said Wendy Hartman, CFP®, president of Buckingham Strategic Wealth. “We are excited to welcome them to the BSW family and to continue to grow our presence in Missouri.”

“While Buckingham has offices nationwide, we’ve always had a special place in our heart for our home state of Missouri, so we are especially excited to partner with Stephanie and Kelly and grow our presence in the “Show Me State,” explains Adam Birenbaum, chairman and CEO of Buckingham Wealth Partners. “We’re happy to welcome the team onboard to strengthen the services Buckingham offers to mutually benefit all of our clients and communities through a passion to serve, a passion to do right and a passion to progress.”

For more information on how Buckingham partners with top advisors, please visit www.PartnerWithBuckingham.com.

IRN 21-2869