October 24, 2023
Briggs Advisory Group to Join Buckingham Strategic Wealth Team
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is pleased to announce Briggs Advisory Group, Inc. (“Briggs” or “Briggs Advisory Group”) of Lincoln, RI will join Buckingham’s family of wealth advisors. Buckingham, with a home base in St. Louis, MO, has grown to over 50 offices nationwide. Briggs Advisory Group will become part of Buckingham Strategic Wealth upon completion of the transaction, which is expected to close in the fourth quarter of 2023, subject to customary closing conditions.
Briggs Advisory Group partner and wealth advisor Harold “Skip” Briggs Jr., partner and wealth advisor Christopher “Chris” Ricci and their team have empowered their clients to live the life they imagined through comprehensive planning and evidence-based wealth management. Their investment and planning philosophy is based upon the values of organization, accountability, objectivity, proactivity, education, partnership, experience and wisdom. Briggs has also been an active member of Buckingham’s affiliated turnkey asset management platform, Buckingham Strategic Partners, LLC, leveraging the platform’s outstanding services, support and resources.
“With our firm’s continued growth and the increased sophistication of the needs of our new and existing clients, my partner and I began looking to join a firm that will bring resources to us to meet those ever-increasing demands. As I begin my transition into retirement over the next several years, it was important that any transaction we entered into would allow us to keep the hometown, family-friendly feel our clients have come to expect,” explained Skip Briggs. “As a member of Buckingham’s sister firm since 2018, we knew that joining Buckingham would support the next chapter in our firm and provide a seamless transition for our clients.”
“From the beginning, we have prided ourselves on doing the right thing for our clients and Buckingham shares this sentiment. Their wealth management philosophy aligns with our deepest values and principles. We were drawn to them for that very reason and are excited to tap into their core solutions, talented planning team and learning opportunities,” added Chris Ricci.
“We are thrilled to welcome Skip, Chris, Nolin, Dawn, Kevin, Kim and Candace to Buckingham,” shared Adam Birenbaum, CEO of Buckingham Strategic Wealth. “Because of our history together, we knew their approach to serving clients would be a great addition to the Buckingham family. We look forward working with them to support their clients in Rhode Island and the surrounding Southeastern New England area for years to come.”
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC is an SEC registered investment advisor providing an extensive range of fiduciary financial advisory services that support individuals, families, nonprofits and other organizations. With a passion to progress, serve and do the right thing for clients at all times, Buckingham Strategic Wealth helps to fulfill their clients’ financial dreams using the organization’s proprietary Design | Build | Protect® methodology and an array of evidence-driven investment and planning strategies.
Headquartered in St. Louis, MO, Buckingham Strategic Wealth has over 50 offices in 25 states. As of June 30, 2023, the firm managed $24.32 billion in regulatory assets under management. For more information, visit buckinghamstrategicwealth.com.
About Briggs Advisory Group, Inc.
Based in Lincoln, RI, Briggs Advisory Group, Inc. has provided innovative, tax-optimized wealth management solutions for their clients since 2002. Through a combination of focused execution, extensive tax knowledge and hands-on service, their team is specially positioned to provide independent, objective wealth management advice to families, individuals, retirees, professionals, business owners and trustees throughout New England. For more information, visit https://www.briggsadvisory.com/.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Buckingham’s current views with respect to certain current and future events. These forward-looking statements are, and will be, subject to many risks, uncertainties and factors relating to Buckingham’s operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Buckingham on the date of this release. Buckingham does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Buckingham may be found in the filings with the Securities and Exchange Commission made by Focus Financial Partners Inc. (of which Buckingham is a partner firm).