December 23, 2022
Convergent Financial Strategies LLC To Join Buckingham Strategic Wealth Team
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is excited to announce that Convergent Financial Strategies LLC ("Convergent” or “Convergent Financial Strategies”) of Plymouth Meeting, PA will join forces with Buckingham in a transaction expected to close in the first quarter of 2023, subject to customary closing conditions.
Buckingham’s rapid growth is defined by their expanding community of like-minded, client-focused partners. They are passionate about delivering independent, objective and customized services to their clients. Convergent Financial Strategies shares the same client-centric philosophy as Buckingham, making this union a strong cultural fit. By combining goals-based financial planning and investment solutions with tax planning and preparation, Convergent Financial Strategies provides clients with a unique, three-pronged approach to money management. Their time-proven methodology to financial health was designed to address their clients’ financial needs in a holistic, integrated approach.
“Our connection with our clients differentiates us from other firms,” explained Convergent's Managing Director of Financial and Tax Planning Alan M. Schapire. “By developing personalized, long-lasting relationships, we help support our clients’ lives beyond just their investments. Many of the individuals and families who have walked through our doors as clients stay with us as friends.”
“We are committed to providing our clients with a holistic suite of financial planning services,” said Convergent’s Chief Investment Officer Carl S. Nadwodny. "By partnering with Buckingham, we are able to broaden our collective wisdom and resources to support our clients for years to come.”
“Buckingham and Convergent share tremendous synergies,” said Adam Birenbaum, CEO of Buckingham Strategic Wealth. “Just like us, they are dedicated to providing clients with a high-touch, personalized experience every step of the way. Their tax preparation and planning expertise is a great addition to Buckingham’s wealth of knowledge. We are thrilled they will be utilizing Buckingham’s resources, thought leadership and comprehensive services to further serve clients throughout the greater Philadelphia area.”
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC is an SEC registered investment adviser providing an extensive range of fiduciary financial advisory services that supports 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 client’s 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 47 offices in 25 states. As of September 30, 2022, Buckingham managed $18.53 billion on a discretionary basis and $1.46 billion on a non-discretionary basis for a total of $19.99 billion assets under management.
About Convergent Financial Strategies, LLC
Based in Plymouth Meeting, PA, Convergent Financial Strategies, LLC is a relationship-driven firm that delivers highly personalized services to individuals and families as they grow, manage and protect their wealth. They provide independent and objective personal financial strategies to bring peace of mind and clarity to their clients and their financial goals. For more information, visit www.convergentfinancialstrategies.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).