March 31, 2022
Welcome to the Family!
Buckingham is excited to offer a warm welcome to our newest acquisition in Overland Park, Kansas – Lumia Wealth. Headed by Principal and Wealth Advisor Brian R. Brush, Lumia specializes in creating investment strategies for professional couples, physicians, women, members of the LGBTQ community and the socially conscious investor.
Founded in 2002, Lumia is a second-generation family firm that Brian Brush, CFP®, took over from his father-in-law and firm founder David Imhoff in 2018. The firm is no stranger to Buckingham. For the past 20 years, Lumia has been utilizing Buckingham’s deep offering of wealth solutions.
“Our partnership with Brian dates back many years and we know his firm. Lumia is a natural fit with the Buckingham culture and philosophy. Brian also shares our approach to evidence-driven financial planning and wealth management,” said Justin Ferri, Buckingham President. “Partnering with Brian will enable us to further expand our presence in Kansas City, serving more clients and neighbors with comprehensive fiduciary advice.”
“Our firms have always shared a similar client-first philosophy. My father-in-law, who founded our firm, was a CPA like Buckingham’s founders, and we were one of the first firms to work with Buckingham Strategic Partners about twenty years ago. Joining Buckingham Strategic Wealth was a logical progression for us in growing our business and serving our clients with the best financial tools available,” said Brian Brush, CFP®, Principal of Lumia. “We look forward to becoming part of the Buckingham Kansas City team and expanding the resources and expertise available for our clients.”
Buckingham CEO Adam Birenbaum echoed that sentiment. “We are excited to welcome Brian to Buckingham. With increasing frequency, we are seeing incredibly talented young advisors like Brian join us, because our level of support and our culture allow them to focus more of their time on their passion – helping clients, and in Brian’s case, also participating in the ongoing success of the business as a wealth advisor. Buckingham allows the best of both worlds.”
Besides running a successful firm, Brian and his wife Christine are passionate about personally and professionally giving back to the community. Inspired by the generous donation by Stephanie Guerin and Kelly Hokanson of The Planned Approach who joined Buckingham in late 2021, the Brush family donated $70,000 to the Sisters Berta and Corita Bright Futures Fund. This endowment supports Operation Breakthrough, a Kansas City non-profit assisting children and families struggling with poverty.
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