Buckingham Strategic Partners proudly serves and supports independent wealth management firms and financial advisors in their work of helping clients and their families meet their most important life and financial goals. They provide financial planning tools, resources, and back office services that allow us to truly focus on you and your needs. They’ve developed a long bench of thought leaders and specialists to enable us to provide the most current, scientifically-based investment strategies. These resources allow us to minimize expenses and costs, diversify your portfolio and build effect tax strategies By partnering with Buckingham Strategic Partners, we as members of this nationwide community bring our collective wisdom and resources to bear on designing, building and protecting each client’s financial plan.
Buckingham Retirement Solutions
Buckingham Retirement Solutions is a service program that assists us in delivering high-service, low-cost retirement plan advisory services guided by our prudent investment philosophy. Through Buckingham Retirement Solutions, we have access to multiple retirement plan recordkeepers from around the country. These recordkeepers perform the critical administrative tasks of investment elections, contributions and reporting. Our recordkeepers include Alerus Retirement Solutions, Newport Group, TPC 401(k), Nyhart, and Charles Schwab. The Buckingham Retirement Solutions team brings a collective 100+ years of industry experience to your side and has a national presence, working with approximately 300 independent wealth management firms, serving approximately 1,380 plans and managing $3.2 billion in assets as of September 30, 2019.