Welcome
Partners in prosperity.
- We're radically rationale. Our fiduciary, evidence-driven approach was founded on the belief that there's a better way.
- Transparency above all else. As a fiduciary, we personally pledge to put your needs and interests first at all times.
- Evidence-driven and data-devout. We prefer decades of peer-reviewed research over simple intuition or gut.
- Your success is a team effort. When you partner with Buckingham, you gain the strength of our entire organization.
You pick your future. We help you plan for it.
We get you. We got you.
As you approach your retirement, you'll likely have some new goals as well. For example, thoughts on family finances, retirement planning, even tax strategies might begin to occupy your mind.
Our approach is evidence-driven. The result is undeniably you.
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Step 1 Design:
One of the most important parts of developing a better long-term financial plan is developing a better understanding of you. By discovering, and continually rediscovering your ever-changing values, goals and challenges, we ensure your personal and financial priorities align. Starting from where you'd like to go, then working back from there.
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Step 2 Build:
Once we discover your wealth and life goals, we'll develop and continually evolve an evidence-based plan to get you there. Tapping into the resources and strength of our entire team, we'll do the legwork to provide clarity as we co-plan your financial future together and work toward fulfilling your goals.
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Step 3 Protect:
Life isn't linear, and neither is any effective investment strategy. Because as your goals and values change, so do our strategies and advice. Which is why we don't provide a rigid, solitary plan, but rather a fluid, ever-evolving process — optimized to meet your changing needs.
A wealth of ways to serve you.
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Net Worth Development
Take an expansive approach to financial planning by focusing on the drivers that contribute most to your long-term financial well-being.
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Retirement Planning
Work to ensure the retirement you want by skillfully planning all aspects of your future financial resources to align with your desired lifestyle.
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Estate & Trust Planning
Safeguard your financial resources to ensure the legacy and impact you wish to have on future generations.
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Business Owner Planning
Enhance and integrate the value and capability of your business or professional practice.
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Tax Planning
Shape your financial picture with smarter, more tax-efficient strategies.
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Charitable Giving
Support causes that align with your values while better positioning your financial future.
Let's talk.
Book a one-on-one appointment today with an advisor from our Client Development Team.