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You have many options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.
At Buckingham, we are passionate about providing a better wealth experience for financial advisors and their clients. We start by providing the back-office management, evidence-driven investment models and best practices you expect from a TAMP. But that’s only the tip of the iceberg. We strive to create a better experience for financial advisors and their clients by powering below the surface with a competitive toolbox of comprehensive, personalized services. The result? The support you need to provide your best client experience and fuel your firm’s growth.
MARKETING SUPPORT PRACTICE MANAGEMENT EVIDENCE-DRIVEN INVESTMENT MODELS BACK OFFICE SUPPORT TECHNOLOGY STACK NETWORK OF PEER PLANNERS ADVISOR COACHING ADVANCED ANALYTICS TOOLS ADVANCED PLANNING TEAM RETIREMENT PLAN SERVICES CLIENT COMMUNICATIONS STRATEGY INDEPENDENCE FIDUCIARY APPROACH WEALTH PLANNING CONVERSATIONSOur open architecture platform allows you to leverage our middle- and back-office teams to streamline account opening, cash management, trading, rebalancing, billing and more across multiple custodians.
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Our professional investment committee reviews and creates a series of investment models utilizing mutual funds, ETFs and SMAs.
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A variety of resources are available to help you work through the traditional practice management topics including individual consulting, plus access to coaching programs for mastering growth plans, client segmentation, time management, staffing models and client experience.
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Your team will have access to professionally created client-ready handouts, presentations and other materials that can be white labeled under your own brand.
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Our service offers integration with a variety of advisor-based planning tools, offering a range of easy-to-use portfolio analysis tools help you guide each client to better portfolio discussions.
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Buckingham takes a collaborative approach to help you navigate your options. From succession planning, client experience, complex client scenarios and more, our team is here to support and inspire you.
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Industry thought leaders help advisors navigate clients’ unique cases and implement advanced planning strategies to serve their complex needs. On your behalf, the Advanced Planning Advisors will call upon subject matter resources to help identify tailored, client-specific solutions.
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A nationwide community of 1,200+ CFPs, CPAs, planners and like-minded advisors. This is an unparalleled opportunity to connect, problem solve and learn from professionals just like yourself.
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Advisors have access to various mediums of client content including videos, printed collateral, newsletters, blogs, social media content and more. Advisors leverage our team to build out their desired client communication frequency through a detailed calendar.
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Our formalized client experience standards help you deliver an evidence-driven planning process. Covering a variety of wealth planning subjects, each conversation identifies the best tools, resources and practices for approaching a topic.
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As a Registered Investment Advisor, we are bound to the Fiduciary Rule and work only with like-minded RIAs who are fiduciaries as well.
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Leverage our proprietary Portfolio Analytics Center to analyze historical portfolio performance, create portfolio comparisons, explore hypothetical portfolios and more.
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Our Retirement Solutions team delivers a turnkey platform complete with the technical support and branded materials you need to serve employer-sponsored retirement plans. We’ll handle the complexity and process behind the scenes so you can focus on building and maintaining relationships with high-net-worth participants.
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When you become part of the Buckingham Strategic Partners family, you are truly a partner. We will never take custody nor require you to join our RIA, you have the ability to leave at any time.
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* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia (north)
Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia (central and southern)
Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin
NORTHERN VIRGINIA
Divisional Manager | Home Base: Oaks, PA
CENTRAL & SOUTHERN VIRGINIA
Divisional Manager | Home Base: Lookout Mountain, TN
NORTHERN VIRGINIA
CENTRAL & SOUTHERN VIRGINIA