February 05, 2019

Insero Wealth Strategies Agrees to Join Buckingham Strategic Wealth

Buckingham Strategic Wealth, the St. Louis-based comprehensive wealth management firm, has agreed to acquire Insero Wealth Strategies LLC, which will assume the Buckingham name. The transaction, which is expected to close on March 1, 2019, subject to customary closing conditions, will expand Buckingham’s presence into western New York.

Insero Wealth Strategies LLC was founded in 2002 and, like Buckingham, provides evidence-based financial planning and investment management services to individuals, families, businesses and retirement plans. Insero Wealth Strategies LLC has been associated with Buckingham since 2014 as a result of its membership in The BAM ALLIANCE, a community of independent advisors located across the country that engage BAM Advisor Services, Buckingham’s sister company.

“Both our firms share a commitment to doing what’s best for our clients, so this is a natural fit,” said Brian Zdrowak, CFP®, CPA, a partner at Insero Wealth Strategies LLC who will join Buckingham as a wealth advisor in the firm’s new Buffalo office following the transaction’s close. “Our ultimate goal is to deepen the experience our clients receive while getting more time to do what we enjoy most: spending time with those we serve. We’re looking forward to more fully accessing the intelligence, thought leadership, technology and strategic alliances that Buckingham has been building for more than two decades.”

Within a few years of the transaction’s anticipated close, Frank Insero, Insero Wealth Strategies LLC’s founder and managing member, plans to retire from his role at the advisory firm following a more than 30-year career in accounting and wealth management.

Welcoming Insero Wealth Strategies LLC into the Buckingham family represents another important chapter in the firm’s robust, ongoing transaction story. Since 2010, Buckingham has grown to include what is at present offices in 30 cities around the country while becoming a recognized destination for succession solutions.

“Brian is an outstanding advisor, and we’re just thrilled to combine our teams,” said Buckingham CEO Adam Birenbaum. “I truly believe that, together, we will be a stronger organization and a better Buckingham. Aligning our efforts will help us deliver ever deeper and more evolved wealth management solutions, an integral part of our strategic effort to add to our exceptional bench of talent while emphasizing highly engaged and profoundly personal relationships designed to help clients connect their money with their values in an essential way.”

Buckingham is a partner firm within Focus Financial Partners and sister company to BAM Advisor Services, home to The BAM ALLIANCE and Loring Ward, which together serve a nationwide community of more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors throughout the United States.

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2019, Buckingham Strategic Wealth®



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