About
Different by design.
A company founded on principle before profit, Buckingham reimagined the model. That brave foundational thinking is still helping us build one of the largest, independent Registered Investment Advisory firms to objectively serve individuals and families, while simultaneously constructing a best-in-class Turnkey Wealth Management Partner model to help other financial advisors positively impact more lives.
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When you work with anyone at Buckingham, you get everyone at Buckingham.
We attract and retain the best and brightest to push each other to keep innovating. We believe it's best practice to keep challenging best practices. Our brand narrative is rewritten with every interaction, not transaction. So whether we’re working for you or you’re working for us, you get the expertise of the entire Buckingham ecosystem.
Fulfilling our mission. Improving lives.
For clients and advisors alike.
Our expanding advisor network now includes more than 50 offices in over 20 states. And our Turnkey Asset Management Program is hard at work at more than 1,200+ advisors nationwide.
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Meet those powering the Buckingham experience.
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Adam Birenbaum
Chief Executive Officer
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Wendy Hartman
CFP®
President, Buckingham Strategic Wealth
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Justin Ferri
President & Chief Operating Officer, Buckingham Wealth Partners
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Jonathan Scheid
CFA®, AIF
President, Buckingham Strategic Partners
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Jeff Remming
Chief Platform Officer
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Sal Papa
JD
General Counsel & Chief Compliance Officer
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Rob Ziliak
CFP®
Chief Solutions Officer
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Kevin Grogan
CFA®, CFP®
Chief Investment Officer
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Jeffrey Levine
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
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John Spyers
Chief Information and Technology Officer
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Dan Anderson
Chief Financial Officer