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

$36B^*

AUM/AUA

1000+

Advisors Currently Served

390+

ADVISORS WITH US OVER 15 YEARS

*As of September 30, 2020, Buckingham Strategic Partners had $3.52 billion of discretionary regulatory assets under management and $14.10 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $18.87 billion of assets managed or advised by the independent firms that hire Buckingham Strategic Partners for its services. In the aggregate, the total number of assets under management or administration was $36.49 billion.