July 01, 2021
Buckingham Expands Into North Carolina
We are delighted to welcome Carolina Capital Consulting, Inc. to the Buckingham Strategic Wealth team! The Carolina Capital team will lead the new Buckingham office in Charlotte, North Carolina.
“Our mission has always been to improve our clients’ lives through prudent financial planning. Our partnership with Buckingham expands the holistic wealth management services we can provide for our clients and grows the resources available to our team,” said Brian Fenn
“This new advisory team helps build on some of the tax preparation services we can offer to our clients as well as forge new partnerships through their specialized work with Atrium Health,” said Wendy Hartman, president of Buckingham Strategic Wealth. “We are excited to welcome the team and grow our presence in the Charlotte area.”
“Carolina Capital’s extensive wealth management experience and tax-efficient planning services complement the Buckingham mission - passion to serve, passion to do right, passion to progress,” explains Adam Birenbaum, chairman and CEO of Buckingham Wealth Partners. “Welcoming firms into the Buckingham family lets us expand our knowledge base and evidence-based investment philosophy. We are able to meet advisors where they are with our RIA and TAMP solution, expanding their client service opportunities.”
For more information on how Buckingham partners with top advisors, please visit www.PartnerWithBuckingham.com.