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Women in Wealth

September 01, 2020

Growth

Baldwin & Associates to Join Buckingham Strategic Wealth

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August 27, 2020

Media/Press

Wendy Hartman Named to NAPFA Board

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June 06, 2019

Media/Press

First Female President and New Chairman Named at Buckingham Strategic Wealth

Wendy Hartman and Justin Ferri partnering to lead the $15.1 billion wealth advisor.

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May 16, 2019

Growth

Lake Mary Wealth Management Joins Buckingham Strategic Wealth

We're proud to announce that Lake Mary Wealth Management of Maitland, Florida, will become a part of Buckingham, an important step in our strategic effort to deliver more evolved wealth solutions to current and future clients.

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January 02, 2019

Growth

Griffon Financial Planning Joins Buckingham Strategic Wealth

The addition of Griffon Financial Planning Inc. enhances Buckingham’s depth of talent and extends the firm’s nationwide presence into Oregon.

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July 01, 2018

Growth

Arnett Carbis Toothman Wealth Advisors Joins the Buckingham Strategic Wealth Team

The addition of Arnett Carbis Toothman Wealth Advisors extends Buckingham’s nationwide footprint into West Virginia and expands the firm’s presence in Pennsylvania.

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April 01, 2018

Growth

Strasbaugh Financial Advisory Joins Buckingham Strategic Wealth

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January 08, 2018

Growth

Stevens Wealth Management Joins Buckingham Strategic Wealth

The addition of Stevens Wealth Management expands Buckingham’s nationwide presence. Buckingham manages or administers $12.7 billion in assets.

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