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.

Years Serving
Advisors

0 +

AUM / AUA

$ 0 B*

Advisor Network

0 +

Advisors With Us Over 15 Years

0 +
* As of December 31, 2023, BSP had $11.07 billion of discretionary regulatory assets under management and $14.67 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $14.45 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 $40.19 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, research-based 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


  • Marketing Playbook
  • Marketing Collateral
  • Timely Curated Content
  • Workshop Toolkits
  • Strategic Marketing Alliances

    Learn More
White hexagon frame PRACTICE MANAGEMENT

Practice Management


  • Practice Consulting
  • Legal & Compliance Support
  • Advisory Business Transition Resources
  • Leadership Coaching
  • Advisor Learning & Development Program
  • Learning Group Opportunities
  • Client Segmentation
  • Business Succession
  • Network of Likeminded Peers


    Learn More
White hexagon frame EVIDENCE-DRIVEN INVESTMENT MODELS

Evidence-Driven Investment Models


  • Investment Policy & Research Committee
  • Evidence-Driven Investment Models
  • Flexible Portfolio Management
  • Capital Market Assumptions
  • Approved & Recommended Securities Lists
  • Custom Fixed Income Team
  • Asset Location
  • Tax Management
  • Evidence-Driven Alternative Asset Classes
  • ESG Solutions
  • Direct Management of Held-Away Accounts


    Learn More
White hexagon frame OPERATIONAL TOOLS

Operational Tools


  • Dedicated Service Team
  • Performance Reporting
  • Billing
  • Trading & Rebalancing 
  • Cash Management
  • Tax Loss Harvesting

    Contact Us
White hexagon frame BACK OFFICE SUPPORT

Back Office Support


  • Multi-Custodial Oversight
  • Account Opening
  • Transfer Oversight
  • NIGO Resolution
  • Account Maintenance
  • Paperless Processes

    Your Team
White hexagon frame TECHNOLOGY STACK

Technology Stack


  • Vetted Technology Stack
  • MoneyGuideElite Planning Platform
  • Branded End-Client Portal & Mobile App
  • Advanced Investment Analytics Tools
  • Risk Assessment Tools
  • Outside Account Aggregation

    Learn More
White hexagon frame NETWORK OF PEER PLANNERS

Network of Peer Planners


  • A network of like-minded advisors
  • Nationwide community of 1,200+ CFPs, CPAs, planners more.
  • Opportunity to connect, problem solve and learn from professionals just like yourself.

     

    Learn More
White hexagon frame FULL BUSINESS LIFECYCLE SUPPORT

Full Business Lifecycle Support


  • Startup best practices
  • Growth solutions
  • Exit planning with CEPA-certified support
  • Partnership throughout all phases of your business life cycle

    Contact Us
White hexagon frame ADVANCED ANALYTICS TOOLS

Advanced Analytics Tools


  • Leverage Our Proprietary Portfolio Analytics Center
  • Analyze Historical Portfolio Performance
  • Create Portfolio Comparisons
  • Explore Hypothetical Portfolios

    Contact Us
White hexagon frame CUSTOM INVESTMENT MODELING

Custom Investment Modeling


  • Open architecture portfolio construction
  • ETFs, mutual funds, SMAs, alternatives
  • Customizable fixed income desk
  • Prebuilt and customized modeling options
  • Asset allocation performance review
  • Competitive analysis support and resources

    Learn More
White hexagon frame SPECIALTY SERVICES

Specialty Services


  • Retirement Plan Services
  • Institutional Investment Services
  • Small Business Valuation & Value Enhancement
  • High Yield Cash Management Solution
  • Lending Partners 
  • Personal Trust Services
  • 30+ Industry Discounts & Curated Partnerships

    Contact Us
White hexagon frame GROWTH STRATEGY

Growth Strategy


  • Leadership coaching
  • Staffing and compensation best practices
  • Learning and development resources and curriculum
  • Curated advice developed through years of advisor experiences

    Contact Us
White hexagon frame ADVANCED PLANNING TEAM

Advanced Planning Team


  • Advanced Planning Thought Leadership
  • Complex Case Consultations
  • Wealth Planning Standards of Care:
    • Retirement Planning
    • Income Tax Planning
    • Estate Planning
    • Risk Management
    • Health Considerations
    • Education Planning
    • Business Owner Planning
    • Charitable Planning

      Learn More
White hexagon frame PERSONALIZED CLIENT EXPERIENCE

Personalized Client Experience


  • Design | Build | Protect® Client Experience
  • LifeDiscovery®
  • Wealth Planning Conversation Guides
  • FeedForward
  • Client Communication Strategies
  • Client Education Resources
  • Life Event Planning
  • Event Planning Resources

    Contact Us
White hexagon frame WEALTH PLANNING CONVERSATIONS

Wealth Planning Conversations


  • Curated planning resources
  • Scalable advice
  • Tools, resources and practices for approaching a topic

    Learn More
“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.
“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

Back Office Support
  • Multi-Custodian Oversight
  • Account Opening
  • Transfer Oversight
  • NIGO Resolution
  • Account Maintenance
  • Paperless Processes

    Your Team
Practice Management
  • Practice Consulting
  • Legal & Compliance Support
  • Advisory Business Transition Resources
  • Leadership Coaching
  • Advisor Learning & Development Program
  • Learning Group Opportunities
  • Client Segmentation
  • Business Succession
  • Network of Likeminded Peers

    Contact Us
Marketing Support
  • Marketing Playbook
  • Marketing Collateral
  • Timely Curated Content
  • Workshop Toolkits
  • Strategic Marketing Alliances

    Learn More
Evidence - Driven Investment Models
  • Investment Policy & Research Committee
  • Evidence-Driven Investment Models
  • Flexible Portfolio Management
  • Capital Market Assumptions
  • Approval & Recommended Securities Lists
  • Custom Fixed Income Team
  • Asset Location
  • Tax Management
  • Evidence-Driven Alternative Asset Classes
  • ESG Solutions
  • Direct Management of Held-Away Accounts. 

    Learn More
Operational Tools
  • Dedicated Service Team
  • Performance Reporting
  • Billing
  • Trading & Rebalancing
  • Cash Management
  • Tax Loss Harvesting

    Contact Us

What you need to succeed

Technology Stack
  • Vetted Technology Stack
  • MoneyGuideElite Planning Platform
  • Branded End-Client Portal & Mobile App
  • Advanced Investment Analytics Tools
  • Risk Assessment Tools
  • Outside Account Aggregation

    Learn More
Network of Peer Planners
  • A Network of Like-Minded Advisors
  • Nationwide Community of 1,200+ CFP®, CPAs, Planners and More
  • Opportunity to Connect, Problem Solve and Learn form Professionals Just Like Yourself

    Learn More
Wealth Planning Conversations
  • Curated Planning Resources
  • Scalable Advice
  • Tools, Resources and Practices for Approaching a Topic

    Learn More
Personalized Client Experience
  • Design | Build | Protect® Client Experience
  • LifeDiscovery®
  • Wealth Planning Conversation Guides
  • FeedForward
  • Client Communication Strategies
  • Client Education Resources
  • Life Event Planning
  • Event Planning Resources

    Contact Us
Full Business Lifecycle Support
  • Startup Best Practices
  • Growth Solutions
  • Exit Planning with CEPA-Certified Support
  • Partnership Throughout All Phases of Your Business Life Cycle

    Contact Us
Advanced Planning Team
  • Advanced Planning Thought Leadership
  • Complex Case Consultations
  •  Wealth Planning Standards of Care:
    • Retirement Planning
    • Income Tax Planning
    • Estate Planning
    • Risk Management
    • Health Considerations
    • Education Planning
    • Business Owner Planning
    • Charitable Planning

      Learn More
Specialty Services
  • Retirement Plan Services
  • Institutional Investment Services
  • Small Business Valuation & Value Enhancement
  • High Yield Cash Management Solution
  • Lending Partners
  • Personal Trust Services
  • 30+ Industry Discounts & Curated Partnerships

    Contact Us
Custom Investment Modeling
  • Open Architecture Portfolio Construction
  • ETFs, Mutual Funds, SMAs, Alternatives
  • Customizable Fixed Income Desk
  • Prebuilt and Customized Modeling Options
  • Asset Allocation Performance Review
  • Competitive Analysis Support and Resources

    Learn More
Advanced Analytics Tools
  • Leverage Our Proprietary Portfolio Analytics Center
  • Analyze Historical Portfolio Performance
  • Create Portfolio Comparisons
  • Explore Hypothetical Portfolios

    Contact Us
Growth Strategy
  • Leadership Coaching
  • Staffing and Compensation Best Practices
  • Learning and Development Resources and Curriculum
  • Curated Advice Developed Through Years of Advisor Experiences

    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.

Terms & Conditions | Disclosure Brochures | Buckingham Wealth Partners

©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.

West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Divisional Manager
Home Base: Denver, CO

Let’s Connect

303.815.4104

SCHEDULE A MEETING

Ben Slater Headshot

Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING

Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Divisional Manager
Home Base: Chicago, IL

Let’s Connect

312.219.1136

SCHEDULE A MEETING

Northern Virginia

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager  |  Home Base: Oaks, PA

Let’s Connect  |  267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

Central & Southern Virginia

MIKE OZBURN

Divisional Manager  |  Home Base: Lookout Mountain, TN

Let’s Connect  |  404.822.4709

SCHEDULE A MEETING

North / South Territory

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING