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.

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.
Buckingham by the numbers
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600+
Employees
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$63B
Assets Under Advisement*
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Servicing
140,000+
Client Accounts
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Clients in All
50
States
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Supporting
1,200+
Financial Advisors
*As of June 30, 2023, Buckingham Strategic Wealth and the community of advisors that make up Buckingham Strategic Partners collectively manage or administer more than $63 billion. Buckingham Strategic Partners had $9.90 billion of discretionary regulatory assets under management and $14.08 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $14.22 billion of assets managed or advised by the independent firms that hire Buckingham Strategic Partners for its services. In the aggregate, the total number of assets under management or administration was $38.20 billion. Buckingham Strategic Wealth had $22.75 billion on a discretionary basis and $1.57 billion on a non-discretionary basis for a total of $24.32 billion assets under management. In addition, Buckingham Strategic Wealth provided serves to $1.34 billion of participant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $25.66 billion.
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, Buckingham Wealth Partners
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Jonathan Scheid
CFA, AIF
President, Buckingham Strategic Partners
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Jeff Remming
Chief Transformation Officer
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Sal Papa
JD
General Counsel & Chief Compliance Officer
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Rob Ziliak
CFP®
Chief Operating 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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Michael Kitces
CFP®, ChFC®, CLU, REBC, CASL
Head of Planning Strategy
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John Spyers
Chief Information and Technology Officer
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Dan Anderson
Chief Financial Officer
Don't just take our word for it.

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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