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Forever doing the right thing for our clients.
Four close friends and a promise — a promise to, without exception, always do the right thing for clients. And more than 25 years later, that unequivocal sense of purpose makes Buckingham Wealth Partners one of the most distinct organizations in financial services. We’ve created an incredibly close-knit community of advisors singularly focused on designing, building and protecting financial lives and helping fulfill the financial dreams of clients across the country.
See our Diversity, Equity and Inclusion plan. Learn more
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Visit Buckingham Strategic PartnersIf you’re seeking something different, welcome home.
If you’re seeking something different, welcome home.
Our combination of delivering unbiased, independent advice with a scientific approach to financial planning and investing makes us unapologetically distinct. Fate and happenstance didn’t get us here. We have meticulously created and actively cultivated one of the much-admired ecosystems in the financial services sector.
Assets under management is secondary to lives impacted.
Simply put, it’s not about us. It’s always been about you. Should we have the privilege to serve you as a client, we’ll be an objective, transparent guide in pursuit of your financial goals. If you’re an advisor looking to join us, know that everything we’ve built is to improve your client experience and the potential for positive outcomes.
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We are thought leaders and flexible thinkers.
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Latest Headlines
What’s new at Buckingham? All the exciting goings-on and the good people making it happen.
February 08, 2021
Media/PressFrom Intern to CEO
Buckingham CEO Adam Birenbaum hadn’t envisioned a future in the financial services industry. He planned on being a sports agent, working with legends in the making. While in law school he took an unpaid summer internship at Buckingham, and the rest is history.
Get the detailsJanuary 15, 2021
Media/PressBuckingham’s Take: Fiscal and Tax Policy Possibilities in the Biden Era
Join us for a live Q&A webcast about fiscal and tax policy possibilities in the Biden era and get answers to questions you submit when registering. David Levin will moderate the discussion with two of Buckingham Strategic Wealth’s most prominent leaders in wealth management-Jeffrey Levine and Kevin Grogan, CFA, CFP®.
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December 5, 2020
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November 19, 2020
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October 17, 2020
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November 10, 2020
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October 20, 2020
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July 21, 2020
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