NAPFA (The National Association of Personal Financial Advisors)

Enjoy a Few Cups of Joe on Buckingham

We appreciate a good cup of coffee. As a team of fee-only fiduciaries working to support our clients day-in and day-out, we also appreciate forward-thinking advisors like you.

Is there a way we can work together? By espresso-ing your interests, we will send you a $15 coffee gift card.*

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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+

    Financial Advisors

*As of March 31, 2022, Buckingham Strategic Wealth and the community of advisors that make up Buckingham Strategic Partners collectively manage or administer more than $62 billion. Buckingham Strategic Partners had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $20.17 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 $38.66 billion. Buckingham Strategic Wealth had $20.99 billion of discretionary regulatory assets under management and $1.64 billion of non-discretionary regulatory assets under management. In the aggregate, the total number of assets under management or administration was $22.63 billion. In addition, Buckingham Strategic Wealth provided serves to $1.19 billion of partipant-directed retirement plan assets. In the aggregate, the total number of assets under management or administration was $23.82 billion.

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