Now is the time to connect with Buckingham
Uncertain about your practice valuation and succession plan? Schedule a personal video meeting with Buckingham leaders to talk about how you can maximize the value of your business.
A Holistic Approach
Under the Buckingham Wealth Partners umbrella, two businesses help investors plan for a prosperous life on their own terms.
Experience is Everything
For more than a decade, forward-thinking advisors like you have turned to us to bring their futures into focus – and to make the most of the opportunities ahead. To us, and to the firms who partner with us, this is a decision that’s about more than numbers.
Our team has created an approach built around three core values:
Buckingham Strategic Partners
We offer 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
*As of September 30, 2020, Buckingham Strategic Partners had $3.52 billion of discretionary regulatory assets under management and $14.10 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $18.87 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 $36.49 billion.
Check out Ask Buckingham, our latest client and advisor educational series.
Advisors and clients are filled with more questions than answers these days about money and markets. This video series is designed to provide simple, straight-forward answers to everyone's most pressing financial questions
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