AICPA & CIMA Engage 2022

Power Up With Industry Insights

What would you learn if you had one-on-one access to one of the biggest thought leaders in the industry?

By sharing your interests we will enter you into a drawing for a chance to win a consultation with Buckingham’s Chief Planning Officer Officer Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS® and Buckingham's Head of Planning Strategy Michael Kitces, CFP®, ChFC, CLU, REBC, CASL.*

*One randomly selected individual will be awarded the prize. The consulting session will be scheduled at a mutually agreed upon arrangement between Buckingham and the selected winner. All entries must be received by 11:59 p.m. CST on June 9, 2022.

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A Holistic Approach

Under the Buckingham Wealth Partners umbrella, two businesses help investors plan for a prosperous life on their own terms


Buckingham Brand Architecture

Buckingham by the Numbers

  • 500+

    Employees

  • $62B

    Assets Under Advisement*

  • Servicing

    140,000+

    Client Accounts

  • Clients in All

    50

    States**

  • Supporting

    1,200+

    BSP Financial Advisors

As of March 31, 2022, Buckingham Strategic Wealth (BSW) and the community of advisors that make up Buckingham Strategic Partners (BSP) collectively manage or administer more than $62 billion. BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion. BSW had $20.99 billion on a discretionary basis and $1.64 billion on a non-discretionary basis for a total of $22.63 billion assets under management. In addition, BSW provided services to $1.19 billion of participant-directed retirement planassets.In the aggregate, the total number of assets under management or administration was $23.82 billion.

**BSW has clients in all 50 states.

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