Buckingham Strategic Wealth

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Buckingham Strategic Wealth — overview

About

Established in 1994 Buckingham Strategic Wealth was a US-based wealth manager. It provided investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offered include financial planning, retirement planning, estate planning, trust planning, strategic tax planning, charitable planning, education planning, investment management, wealth management, and portfolio management. The firm offered advisory services to individuals, high-net-worth individuals, qualified retirement plans, charitable organizations, foundations, and corporations. Buckingham Strategic Wealth specialized in maximizing risk-return ratios through the use of alternative investments. Buckingham Strategic Wealth acquired Clintsman Financial Planning based in Southlake, Texas. On September 6, 2022, Buckingham Strategic Wealth LLC, a registered investment advisor in St. Louis, agreed to acquire Bellevue, Wash.-based Dental Wealth Advisors (DWA) LLC, an RIA managing $141 million in assets. Buckingham Strategic Wealth acquired Davis Financial Planning in February 2023. On May 6, 2024 Buckingham Strategic Partners merged with The Colony Group, and became Focus Financial.

Buckingham Strategic Wealth - known decision makers (22)

Position	Location	Asset Class
Advanced Planning Advisor	St. Louis, US	RE
Associate Practice Integration Advisor	St. Louis, US	RE
Associate Wealth Advisor	St. Louis, US	RE
Associate Wealth Advisor	St. Louis, US	RE
Associate Wealth Advisor	St. Louis, US	RE

Showing 5 of 22 known decision makers Buckingham Strategic Wealth

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