Buckingham Financial Group

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Buckingham Financial Group — overview

Assets Under Management

Type

Wealth Manager

Location

Birmingham, AL, US

Alternative Asset Classes

-

About

Buckingham Financial Group is a US-based wealth manager. The services it provides to its clients include financial planning, tax planning, and investment management services. The services are offered to individuals, high-net-worth individuals, corporations, and other businesses. On November, 2024, Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) has acquired Buckingham Advisors, (“Buckingham”), an investment advisory firm headquartered in Dayton, Ohio.

Buckingham Financial Group - known decision makers (60)

Contact NamePositionLocationEmailTelephoneAsset Class
Partner, Wealth AdvisorBirmingham, USGEN
Associate Director of Portfolio ManagementDayton, USGEN
Investment AnalystBirmingham, USGEN
Associate Investment AnalystBirmingham, USGEN
Wealth AdvisorDayton, USGEN

Showing 5 of 60 known decision makers Buckingham Financial Group

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.