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The freedom to set your sights higher and venture beyond the noise of the crowd.

We know what can happen when you set out to achieve your most important goals. With so many variables to consider and choices to make, it can be difficult to know where to start. When you work with Buckingham, we start this journey together. Our deep client relationships are built on listening — actively listening to understand not just your financial goals but your goals in life. At Buckingham, we get to know what’s most important to you about money and then build a holistic strategy and plan that give you the best odds of achieving your highest aspirations. You may be wondering whether you can reach your most important goals. With the right kind of advisor, the scales tend to tip in your favor. When you are ready, Buckingham will be by your side.



One of the benefits of working with Buckingham is that when you want to know if you are on track, you have someone to ask — someone who will answer with your best interests in mind. Unfortunately, far too many “financial advisors” and brokers are in the business of selling product, not serving you. We take a different approach. As fiduciaries, we have enthusiastically accepted the highest legal standard to act in your best interests. Every decision we make is measured against how well it helps you achieve your goals. That’s not just a promise. It’s our business model. One of the best ways we demonstrate this is by “eating our own cooking” — following the same investment approach we recommend to our clients. With Buckingham by your side, you have an advisor who is committed to doing the right thing. You have someone to rely on who’s just a call or a click away — for reassurance, for reference, for a reality check.

A tailored asset management plan is about more than achieving returns — it’s about defining your dreams, watching your goals take flight and become reality. Together, we work with you to create a thoughtful, integrated plan that gives you the best odds of reaching your goals, no matter what happens in the financial markets day to day or week to week. The plans we build are fortified by an evidence-based, well-rounded investment strategy that takes into consideration important factors such as tax efficiency, asset allocation, asset location and your personal risk tolerance. We then implement your strategy through broadly diversified, low-cost investment vehicles optimally designed to help you achieve your goals. And as you grow and change, so may your plan. That’s why we monitor your assets and stay in touch with you to make sure your plan stays up to date and in sync with your goals and circumstances. Some say planning is an art, some say it is a science. We see it as both.




Buckingham’s Investment Policy Committee continually reviews and evaluates the latest financial research to ensure our clients’ assets are optimally positioned. We believe making investment decisions based on decades of peer-reviewed research is far better than relying on the latest hot tip from Wall Street speculators. This evidence-based approach — what we call the science of investing — takes into account that markets naturally fluctuate. It emphasizes the power of diversification, the advantages of keeping costs low, and the sleep-well-at-night factor of helping you take only the amount of risk you need in order to achieve your financial goals. Essentially, our investment strategy brings logic, transparency and simplicity to your life. We help you focus on the things you can control, so you don’t have to stress over the things you can’t. Is it complicated? Sometimes. Is it beautiful? Reaching a goal always is.

Part of the planning process involves taking into consideration the most important areas and aspects of your life. This means integrating tax planning, estate planning and insurance reviews to ensure everything is in sync. Being your trusted advisor means actively listening and sharing our best advice and guidance as you communicate with your broader team of estate, tax and insurance professionals. If you don’t yet have a broader team, we will help by connecting you with professionals who share our highest standards and can best assist you in those areas of planning. We keep everyone in the loop so your plan stays on course. It is as simple as that.



This is what we do every day. By bringing it all together, we design an experience ideally tuned to who you are and where you are in your life. With Buckingham by your side, you can focus on the things that really matter and enjoy your life more. Naturally, it’s all in the details. We start by creating a plan and portfolio that are built to last for the long term and flexible enough to adapt and evolve whenever you experience life changes. As your advisor, we take this journey with you — we are by your side at every turn to help you through challenges and celebrate your successes. It is much easier to enjoy the ride when you know where you are going and how to get there. Consider this a call to action to take active control of your future. There’s no time like the present to get started. Give us a call at 877.386.6823. We’re ready when you are.

877.386.6823 | |

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