November 22, 2022
Clintsman Financial Planning To Join Buckingham Strategic Wealth Team
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is excited to announce that Clintsman Financial Planning (“Clintsman”) of Southlake, TX will join Buckingham.
Clintsman offers comprehensive, personalized and hands-on financial planning services to clients of all income levels and economic backgrounds. In 2002, founder Bryan Clintsman opened Clintsman Financial Planning in response to the frustrations clients were expressing about advisors focusing mainly on product sales rather than creating financial plans for individual families. Since then, they have grown to eleven associates, including partners Randall Crimmings and Kyle Imhof. Throughout their growth, they have remained committed to helping their clients gain control over and peace in their financial lives.
“Since the inception of Clintsman, we have been dedicated to providing personalized attention to each of our clients,” explained Bryan Clintsman. “We strive to make a positive impact in their lives and in our community. With that goal in mind, we have been searching for ways to enhance our client experience. When the opportunity to partner with Buckingham arose, we knew we had found an ideal solution. Their methodology, investment philosophy and people-first culture align completely with our values. Buckingham feels like home.”
“We are so excited to announce that Clintsman will be joining Buckingham,” said Adam Birenbaum, CEO of Buckingham Strategic Wealth. “We look forward to tapping into their wealth of talented professionals and years of experience to expand our presence in the Dallas/Fort Worth area. Their commitment to excellence, transparency and always doing the right thing mirrors Buckingham’s core principles. Clintsman’s presence will benefit our entire team.”
Clintsman Financial Planning will become part of Buckingham Strategic Wealth upon completion of the transaction, which is expected to close in the first quarter of 2023, subject to customary closing conditions.
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth is an SEC registered investment advisor providing an extensive range of fiduciary financial advisory services that supports individuals, families, nonprofits and other organizations. With a passion to progress, serve, and do the right thing for clients at all times, Buckingham Strategic Wealth helps to fulfill client’s financial dreams using the organization’s proprietary Design. Build. Protect™ methodology and an array of evidence-driven investment and planning strategies.
Headquartered in St. Louis, MO, Buckingham Strategic Wealth has 47 offices across the country. Buckingham managed $19.99.billion in regulatory assets under management (as of September 30, 2022). For more information, visit https://buckinghamstrategicwealth.com.
About Clintsman Financial Planning, LLC
Based in Southlake, TX, Clintsman Financial Planning, LLC offers comprehensive financial planning services to clients from all economic experiences through all stages of life. Through their broad background of knowledge across all topics of financial planning, this fee-only fiduciary incorporates a holistic view into the wealth planning process. For more information, visit http://www.clintsmanfinancialplanning.com/.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Buckingham’s current views with respect to certain current and future events. These forward-looking statements are, and will be, subject to many risks, uncertainties and factors relating to Buckingham’s operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Buckingham on the date of this release. Buckingham does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Buckingham may be found in the filings with the Securities and Exchange Commission made by Focus Financial Partners Inc. (of which Buckingham is a partner firm).