December 15, 2023
Buckingham Strategic Wealth Expands Atlanta Presence with Mesa Financial Group
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is pleased to announce that Mesa Financial Group, LLC (“Mesa” or “Mesa Financial Group”) of Atlanta, GA will join Buckingham’s family of wealth advisors in a transaction expected to close in the first quarter of 2024, subject to customary closing conditions. Buckingham, with a home base in St. Louis, MO, has grown to over 50 offices nationwide.
For over 20 years, Mesa Financial Group’s founder Alfredo Mesa, CFP® has been providing comprehensive wealth management for families and individuals throughout the country. Using a simple, clear and secure approach, the firm’s disciplined, long-term investment philosophy seeks to optimize returns while reducing risks, taxes and unnecessary fees.
Mesa Financial Group has been a part of Buckingham’s affiliated turnkey asset management platform, Buckingham Strategic Partners, LLC since 2012. This community has allowed the firm to draw upon the platform’s extensive resources, the wisdom of some of the industry’s most trusted authorities, advanced planning acumen and more.
“We are constantly looking for new resources, avenues and approaches to create personalized wealth strategies tailored to our client’s individual needs and situations,” shared Alfredo Mesa. “The strategic decision to join Buckingham was a natural progression in the growth of our organization. As a long-time partner with Buckingham’s sister firm, we knew they could help support the continuing objectives of our clients. We are excited to join the Buckingham Atlanta office and look forward to drawing upon the resources, support and staff to help us further our work.”
“Because of our tenured history with Mesa Financial Group, our connection with them runs deep,” explained Adam Birenbaum, CEO of Buckingham Strategic Wealth. “We are excited to expand our partnership with Alfredo through this transaction, who we know so well, and who shares our values, vision, principles and philosophy. We look forward to plugging Mesa into our extensive resources, tools and comprehensive wealth plans to further serve their clients in Atlanta, as well as throughout the country, 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 27 states. As of September 30, 2023, the firm managed $24.33 billion in regulatory assets under management. For more information, visit buckinghamstrategicwealth.com.
About Mesa Financial Group, Inc.
Mesa Financial Group, LLC is a fee-only, independent, comprehensive wealth management firm providing individuals and families with a simple, clear and secure wealth management experience. Located in Atlanta, GA, founder Alfredo Mesa builds long-term relationships with his clients based on mutual honesty, respect and trust. For more information, visit Mesa Financial Group, LLC.