October 31, 2024
Buckingham Strategic Wealth and The Colony Group Welcome Homan Wealth Advisors
St. Louis, MO – Buckingham Strategic Wealth (“Buckingham” or “Buckingham Strategic Wealth”), a trade name of The Colony Group, LLC (“Colony” or “The Colony Group”), is pleased to announce that Homan Wealth Advisors, LLC (“Homan” or “Homan Wealth Advisors”) of Omaha, NE, will join Buckingham’s family of wealth advisors in a transaction expected to close in the fourth quarter of 2024, subject to customary closing conditions. Buckingham, with a home base in St. Louis, MO, recently joined Colony. Collectively, they share over 90 offices nationwide.
Since the launch of their firm, Homan has collaborated with the team at Buckingham’s affiliated comprehensive wealth management platform, Buckingham Strategic Partners, LLC (“BSP”). Drawing upon their encompassing tools and extensive thought leadership has allowed Homan to provide a treasure trove of personalized services to their clients.
“As our clients know, for over 20 years we have leveraged the BSP team’s resources, experience and knowledge to handle our back-office duties,” said President and Founder Richard “Rick” Homan, CPA, CFP®. “This alliance has allowed us the time and space to serve our clients and their unique needs in a personalized manner. As we considered the future of the firm, joining Buckingham Strategic Wealth was a natural next step. As members of their team, we are looking forward to further supporting our clients, both now and in the future.”
“The team at Buckingham Strategic Partners has enjoyed a tenured history and close relationship with the Homan team since 2003,” said Adam Birenbaum, CEO of the combined Buckingham/Colony firm. “With our rich history and deep connection, it’s so exciting to officially welcome them to our community. We look forward to helping the team serve their clients and grow our presence in the Omaha area.”
About Buckingham Strategic Wealth and The Colony Group, LLC
“Buckingham,” “Buckingham Strategic Wealth,” “Colony,” and “The Colony Group” are used interchangeably to refer to the combined Buckingham/Colony firm.
The combined Buckingham/Colony firm is an investment advisory firm with over 90 locations across 31 states, plus the District of Columbia. Having joined forces in June of 2024, the Buckingham Strategic Wealth team and The Colony Group provide an extensive range of fiduciary financial advisory services that support individuals, families, nonprofits and other organizations. As of June 30, 2024, the combined Buckingham/Colony firm managed $95 billion in regulatory assets under management. For more information about the Buckingham Strategic Wealth team, visit buckinghamstrategicwealth.com. For more information about Colony, visit https://www.thecolonygroup.com.
About Homan Wealth Advisors, LLC
Using an educational, comprehensive and evidence-based approach to investing, Homan Wealth Advisors has provided clients tailored investment solutions, risk management strategies and tax and estate planning since 2003. Their fully integrated wealth management process is guided by established facts and decades of peer-reviewed financial research. The Homan Wealth Advisors team serves clients from their Omaha, NE office. For more information, visit homanwealthadvisors.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.