BUCKINGHAM STRATEGIC WEALTH
Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.
BUCKINGHAM STRATEGIC WEALTH
Industry:
Association Consulting Financial Services
Founded:
1994-01-01
Address:
Clayton, Michigan, United States
Country:
United States
Website Url:
http://www.buckinghamstrategicwealth.com
Total Employee:
251+
Status:
Active
Contact:
800.711.2027
Technology used in webpage:
SPF Google Font API LetsEncrypt Font Awesome Microsoft Exchange Online Amazon Office 365 Mail GoDaddy DNS Person Schema Gravatar Profiles
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Current Advisors List
Advisor
2009-07-01
Current Employees Featured
Bert Schweizer Founder & Principal/ CEO @ Buckingham Strategic Wealth
Founder & Principal/ CEO
1994-01-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-09-21 | The Planned Approach | The Planned Approach acquired by Buckingham Strategic Wealth | N/A |
| 2021-04-30 | Carolina Capital Consulting | Carolina Capital Consulting acquired by Buckingham Strategic Wealth | N/A |
| 2020-10-30 | Confluence Wealth Management | Confluence Wealth Management acquired by Buckingham Strategic Wealth | N/A |
| 2018-02-21 | Stevens Wealth Management | Stevens Wealth Management acquired by Buckingham Strategic Wealth | N/A |
Official Site Inspections
http://www.buckinghamstrategicwealth.com
- Host name: 104.21.53.7
- IP address: 104.21.53.7
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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