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+


  • $62B

    Assets Under Advisement*

  • Servicing


    Client Accounts

  • Clients in All



  • Supporting


    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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