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.


Strategic Alliances Print E-mail


The BAM ALLIANCE is an active community of more than 130 independent wealth management firms throughout the United States that have discovered a better way to help investors and their families take control of their financial futures and achieve their most important goals. Attracted to our unbiased advice, our evidence-based approach to low-cost investing and how we deliver on the promise of true wealth management, thousands of investors have become clients of independent BAM ALLIANCE wealth management firms across the country representing $16.8 billion of collective assets as of Sept. 30, 2012.


Dimensional Fund Advisors
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on the science of capital markets, not on speculation.

DFA funds are only available through trained and approved Registered Investment Advisor firms, including Buckingham Asset Management.

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