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?
Share your interests for a chance to win a “Practice Management Power Consulting Session” with Buckingham’s Chief Planning Officer Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS® or Buckingham's Head of Planning Strategy Michael Kitces, CFP®, ChFC, CLU, REBC, CASL.*
*Two randomly selected individuals will be chosen. The consulting sessions 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.
A Holistic Approach
Under the Buckingham Wealth Partners umbrella, two businesses help investors plan for a prosperous life on their own terms
Who are we?
Buckingham Strategic Wealth (BSW)
A wealth management firm that is also a destination for talented fee-only fiduciary advisors who are looking to focus on deeper client relationships, and/or creating a long, medium and short term succession planning opportunities.
Buckingham Strategic Partners (BSP)
Offers a comprehensive wealth management platform and delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their financial goals.
Buckingham by the Numbers
Assets Under Advisement*
Clients in All
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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