Your Dream Practice,
Powered With Buckingham

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.

Your Dream Practice,
Powered With Buckingham

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.

0 +

Years Serving
Advisors

$ 0 B*

AUM / AUA

0 +

Advisor Network

0 +

Advisors With Us Over 15 Years

* As of September 30, 2022, BSP had $7.17 billion of discretionary regulatory assets under management and $12.17 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $14.10 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 $33.44 billion.

Who We Are

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.

Iceberg graphic
White hexagon frame MARKETING SUPPORT
Marketing Support
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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White hexagon frame PRACTICE MANAGEMENT
Practice Management
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.

Learn More
White hexagon frame EVIDENCE-DRIVEN INVESTMENT MODELS
Evidence-Driven Investment Models
Our professional investment committee reviews and creates a series of investment models utilizing mutual funds, ETFs and SMAs.

Learn More
White hexagon frame BACK OFFICE SUPPORT
Back Office Support
Our 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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White hexagon frame TECHNOLOGY STACK
Technology Stack
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.

Learn More
White hexagon frame NETWORK OF PEER PLANNERS
Network of Peer Planners
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.

Learn More
White hexagon frame ADVISOR COACHING
Advisor Coaching
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.

Learn More
White hexagon frame ADVANCED ANALYTICS TOOLS
Advanced Analytics Tools
Leverage our proprietary Portfolio Analytics Center to analyze historical portfolio performance, create portfolio comparisons, explore hypothetical portfolios and more.

Contact Us
White hexagon frame ADVANCED PLANNING TEAM
Advanced Planning Team
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.

Learn More
White hexagon frame RETIREMENT PLAN SERVICES
Retirement Plan Services
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.

Contact Us
White hexagon frame CLIENT COMMUNICATIONS STRATEGY
Client Communications Strategy
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.

Contact Us
White hexagon frame INDEPENDENCE
Independence
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.

Contact Us
White hexagon frame FIDUCIARY APPROACH
Fiduciary Approach
As a Registered Investment Advisor, we are bound to the Fiduciary Rule and work only with like-minded RIAs who are fiduciaries as well.

Contact Us
White hexagon frame WEALTH PLANNING CONVERSATIONS
Wealth Planning Conversations
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.

Learn More
“Extremely Friendly, and Knowledgeable”
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August 13, 2020 review by Michael C.
“Extremely Friendly, and Knowledgeable”
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August 13, 2020 review by Michael C.
“Extremely Friendly, and Knowledgeable”
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit.
August 13, 2020 review by Michael C.
“Extremely Friendly, and Knowledgeable”
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit.
August 13, 2020 review by Michael C.
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What You Expect

Our 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.

Learn More

Our professional investment committee reviews and creates a series of investment models utilizing mutual funds, ETFs and SMAs.

Learn More

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.

Learn More

Your team will have access to professionally created client-ready handouts, presentations and other materials that can be white labeled under your own brand.

Learn More

What you need to succeed

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.


Learn More

 

 

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.

Learn More

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.

Learn More

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.

Learn More

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.

Contact Us More

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.

Learn More

As a Registered Investment Advisor, we are bound to the Fiduciary Rule and work only with like-minded RIAs who are fiduciaries as well.

Contact Us

Leverage our proprietary Portfolio Analytics Center to analyze historical portfolio performance, create portfolio comparisons, explore hypothetical portfolios and more.

Contact Us

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.

Contact Us

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.

Contact Us

* 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.

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©Buckingham Strategic Partners. EVIDENCE-DRIVEN INVESTING™ and DESIGN | BUILD | PROTECT® are trademarks of Buckingham Strategic Wealth and are being used under license. All rights reserved.