Delivering on the Promise 
     of True Wealth Management 


Portfolio Review


    Questions about your portfolio
    or seeking a second opinion?

    Contact us via our contact form 
    or call 866.545.8816
    (new clients only).

    All other inquiries,
    call 800.711.2027.


Our Services PDF Print E-mail

Our clients don’t spend time
fretting over questions.


A proponent of evidence-based investing sits in a coffee shop on Wall Street, leisurely reading a book and sipping a cup of coffee as those believers in active management nervously flip through the financial section of the newspaper and guzzle their caffeine, trying to compensate for yet another restless night’s sleep.
Outside on the sidewalk, other stock pickers pace up and down the street, wondering incessantly…
Is the market up?
Is it down?
Because of our philosophy at Buckingham, our clients don’t spend their precious time fretting over such questions. Neither do we. So, instead of spending time on efforts that do not bring investors value, we take that extra time to focus on delivering true wealth management services, not just money management. This means constructing a customized plan built around your unique ability, willingness and need to take risk. This means preserving your wealth once you’ve accumulated it and giving back to the causes that are dear to you.
Simply, the service we provide you is built around you, not Wall Street.


For a free consultation and to speak with one of our advisors, please call 866.545.8816 or submit our contact us form.