Buckingham Advisors

Buckingham Advisors, founded in 1987 in Centerville, US, provides financial advisory services. The firm has focused on enhancing its offerings to meet evolving client needs. It was recently involved in a significant acquisition of Buckingham Advisors by Waverly Advisors, LLC on November 8, 2024. The founder's history is not available, and there are no details regarding previous company formations.

In November 2024, Waverly Advisors, LLC, a portfolio company of HGGC and Wealth Partners Capital Group, acquired Buckingham Advisors.   Buckingham Advisors specializes in comprehensive financial services, including wealth management, investment management, financial and tax planning, and business services tailored to individual and corporate clients. Their emphasis on client-centric solutions allows them to address the unique challenges faced by high-net-worth individuals, families, and businesses across various sectors, particularly in the Midwest and Northeast United States, as well as select markets in the South. Buckingham Advisors generates revenue primarily through advisory fees related to asset management and consulting services.

The firm's revenue model is structured around service fees, which are tiered based on assets under management (AUM), facilitating long-term advisory agreements that promote comprehensive financial planning and client loyalty. Following the acquisition of Buckingham Advisors by Waverly Advisors, LLC, the firm aims to strengthen its financial service offerings and expand its geographical footprint in Ohio, US. The acquisition will leverage Waverly's resources to enhance product lines and support the development of new services tailored to client needs. Specific plans for new product launches and regional expansions have not been detailed, but the rationale behind the acquisition indicates a strategic focus on growth and market penetration in the coming years.