About Us - Buckingham Strategic Partners

Our Passion

You are our passion. We work each day to provide the resources, technology and support to help you care for clients in a more meaningful way. We help clear your day of the mundane tasks so that you have more time to take the best care of clients.

Buckingham at a Glance

Buckingham Strategic Partners was born from the BAM ALLIANCE, BAM Advisor Services, and Loring Ward brands. Collectively, we’ve spent the last 20+ years creating a better wealth experience for financial advisors and their clients.

Unlike a typical TAMP, our comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need to deliver holistic wealth management solutions. All in an effort to help you become a better connected, more successful organization.

24+

Years Serving Advisors

$40B^*

AUM/AUA

1000+

Advisors Currently Served

390+

ADVISORS WITH US OVER 15 YEARS

*As of September 30, 2021 BSP, had $3.29 billion of discretionary regulatory assets under management and $15.82 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.91 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 $40.02 billion.