Carl Nadwodny


Wealth Advisor

600 W Germantown Pike, Suite 400
Plymouth Meeting, PA 19462

Carl Nadwodny
Carl Nadwodny

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Carl

At Buckingham Strategic Wealth, Carl enjoys helping clients with objective decision-making, avoiding the temptation to invest in the latest fad and focus instead on what is truly important to them. A student of the market and investor psychology, Carl’s experience includes implementing an investment discipline combining behavioral finance and asset-liability management. He believes in enabling clients to invest according to their individual needs, and not view success in terms of broad market indexes.

Prior to joining Buckingham in 2023, Carl was the chief investment officer for Convergent Financial Strategies, which merged with Buckingham the same year. Carl has over 20 years of financial services industry experience, managing investments for individuals, corporate executives, entrepreneurs as well as endowments and corporations.

Prior to joining Convergent Financial Strategies, Carl was chief investment officer for First Niagara Bank’s private client services group, where he developed financial solutions for clients with significant net worth. His experience also includes serving as a financial market economist for SB Financial Services Corp., an investment subsidiary of a Long Island-based commercial bank. Carl obtained his due diligence, trading and portfolio management experience at Executive Financial Services, a registered investment advisor based in suburban Philadelphia. His formative years were spent in Advanta Corporation’s treasury group, where he focused on risk management and hedging strategies using derivative instruments.

Carl earned a Master’s in Business Administration in finance from Drexel University and a Bachelor of Science in finance with an economics concentration from Villanova University. He is a member of the CFA Institute, the premier global association for investment management professionals, the Financial Planning Association®, and the National Association of Personal Financial Advisors. Carl holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

He is active in local community organizations and enjoys traveling, being outdoors and spending time with his family. Carl and his wife reside in suburban Philadelphia.