Diversity, Equity and Inclusion

Buckingham’s Plan for
Diversity, Equity and Inclusion

Updated March 15, 2021

In conjunction with, and as an expression of, our Guiding Principles — the Passion to Serve, Passion to Do Right and Passion to Progress — Buckingham Wealth Partners commits to combating individual and systemic injustice in our firm and industry by continuously seeking to eliminate bias and prejudice through our policies, procedures and people. We aim to focus our resources and expertise in the industry on eliminating barriers to opportunity created by systemic racism and other forms of injustice.

As a result of this commitment, we have created a Diversity, Equity and Inclusion Council. The Council serves as an extension of the Board of Directors and is driven by BWP’s business strategy and DE&I road map.

Our Goals

  • To combat individual and systemic injustice in our firm and industry by continuously seeking to eliminate bias and prejudice through our policies, procedures and people.
  • To increase diversity and create a culture of safety and inclusion for all people.
  • To focus our resources and expertise in the industry to eliminate barriers to opportunity created by systemic racism and other forms of injustice.

Measurable Outcomes

01

Increase diversity at all levels in our firm.

02

Increase the spirit of inclusiveness in our firm through communication/dialogue and learn to create a culture of safety and inclusion for all people, but specifically people of color.

03

Increase Buckingham’s external engagement — financial and community involvement — in the areas where our associates live and work.

"We stand at a pivotal moment in our firm’s history, and in our industry, society and community. Our internal and external DE&I initiatives, including the creation of an ongoing DE&I Council to represent all our voices, allows us to take those important first steps toward embedding diversity, equity and inclusion into every facet of our organization.

This work is essential to the health and future success of our business. We strive to create an environment and culture to empower our colleagues to show up each day as their true and authentic selves. We know we have work ahead of us. We pledge our unending commitment to bring this needed change to a reality; we know it is simply the right thing to do.

Buckingham has always benefited from our collective wisdom. And together we have the power and passion to create substantive lasting change, become role models of that change to help lead and teach those around us."

– Wendy Hartman
President, Buckingham Strategic Wealth
Member, Buckingham Wealth Partners Board of Directors
Board Member, DE&I Council

A message from DE&I Co-Chairs.

We are very honored to serve in this capacity and grateful to Buckingham’s Board of Directors for putting their full weight and support behind this foundational work. With the Board’s guidance, the DE&I Council will steward the firm’s Diversity, Equity and Inclusion (DE&I) road map toward long-term, sustainable change. We’re embedding inclusion into our policies, processes and systems — the DNA and backbone for Buckingham to better reflect our Guiding Principles — the Passion to Progress, Passion to Serve and Passion to Do Right.

The path to becoming a truly inclusive, diverse and equitable organization is long and winding, but we are committed to pressing forward to bring about real, substantive change in our organization, industry and communities. There is much to learn and much to do, and we’re excited for this next chapter in Buckingham’s story.

Sincerely,
Cynthia Chu,
VP, Advisor Services
Jordan Dyson, Assistant to the CEO