BUCKINGHAM STRATEGIC WEALTH

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Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

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BUCKINGHAM STRATEGIC WEALTH

Social Links:

Industry:
Association Consulting Financial Services

Founded:
1994-01-01

Address:
Clayton, Michigan, United States

Country:
United States

Website Url:
http://www.buckinghamstrategicwealth.com

Total Employee:
251+

Status:
Active

Contact:
800.711.2027

Email Addresses:
[email protected]

Technology used in webpage:
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Current Advisors List

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Stan Purvis Wealth Advisor @ Buckingham Strategic Wealth
Advisor
2009-07-01

Current Employees Featured

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Bert Schweizer
Bert Schweizer Founder & Principal/ CEO @ Buckingham Strategic Wealth
Founder & Principal/ CEO
1994-01-01

Founder


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Bert Schweizer

Acquisitions List

Date Company Article Price
2021-09-21 The Planned Approach The Planned Approach acquired by Buckingham Strategic Wealth N/A
2021-04-30 Carolina Capital Consulting Carolina Capital Consulting acquired by Buckingham Strategic Wealth N/A
2020-10-30 Confluence Wealth Management Confluence Wealth Management acquired by Buckingham Strategic Wealth N/A
2018-02-21 Stevens Wealth Management Stevens Wealth Management acquired by Buckingham Strategic Wealth N/A

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http://www.buckinghamstrategicwealth.com

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