NAPFA (The National Association of Personal Financial Advisors)
Now is the time to connect with Buckingham
Need help in growing your practice to the next level? Uncertain about your practice valuation and succession plan? Start a conversation and see how the team at Buckingham can help you.
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
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
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
*As of June 30, 2022, Buckingham Strategic Wealth and the community of advisors that make up Buckingham Strategic Partners collectively manage or administer more than $56 billion. Buckingham Strategic Partners had $3.16 billion of discretionary regulatory assets under management and $13.87 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $17.74 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 $34.77 billion. Buckingham Strategic Wealth had $19.19 billion of discretionary regulatory assets under management and $1.67 billion of non-discretionary regulatory assets under management. In the aggregate, the total number of assets under management or administration was $20.86 billion. In addition, Buckingham Strategic Wealth provided serves to $1.14 billion of participant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $22 billion.