Elevate Your Clients' Experience

Elevate
Your Clients' Experience

You have lots of 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.

We are passionate about providing a better experience for financial advisors and their clients. Our customized Design | Build | Protect® approach and academically rigorous, evidence-driven investment methodology is designed to address the unique needs of both you and your client. The result? Less time stressing over investing and more time for an enhanced client experience and career satisfaction.

Design | Build | Protect®

Over decades, we’ve developed and refined a method of client discovery and communication for thousands of advisors on our TAMP. With a LifeDiscovery experience at the core of this approach, every advisor-client relationship and subsequent financial plan is based on an understanding of the client’s unique personal values, goals, motivations and priorities. We understand that the investment problem may be solved, but the investor problem is not.

Design | Build | Protect®

Over decades, we’ve developed and refined a method of client discovery and communication for thousands of advisors on our TAMP. With a LifeDiscovery experience at the core of this approach, every advisor-client relationship and subsequent financial plan is based on an understanding of the client’s unique personal values, goals, motivations and priorities. We understand that the investment problem may be solved, but the investor problem is not.

Life Map graphic
Kitces and Levine

A Planning Team At Your Fingertips

Centered on your client’s goals and fueled by decades of peer-reviewed research and the industry’s thought leaders, we help you create personalized plans based on reliable information and strategies. Our advanced planning insights become your resource for practical implications of the latest changes and applications affected by financial regulations. Our team’s insights lead to advice that can better equip you to confidently engage in planning conversations with your clients. Take your practice to a new level of service with our exclusive advanced planning insights. 

A Planning Team At Your Fingertips

Centered on your client’s goals and fueled by decades of peer-reviewed research and the industry’s thought leaders, we help you create personalized plans based on reliable information and strategies. Our advanced planning insights become your resource for practical implications of the latest changes and applications affected by financial regulations. Our team’s insights lead to advice that can better equip you to confidently engage in planning conversations with your clients. Take your practice to a new level of service with our exclusive advanced planning insights.

Evidence-Driven Investing™

With the help of the Buckingham community, a network of dedicated professionals are committed to serving you and your clients with the personalized care you both need and deserve. Through the Design | Build | Protect™ approach, your clients can look forward to a personalized approach to their investment journey.

Evidence-Driven Investing™

With the help of the Buckingham community, a network of dedicated professionals are committed to serving you and your clients with the personalized care you both need and deserve. Through the Design | Build | Protect™ approach, your clients can look forward to a personalized approach to their investment journey.

Man working on a tablet

We understand every client’s life path is unique. Through the twists and turns, our approach encourages advisors to walk with their clients each step of the way. With ongoing practice management coaching, best practice education and FeedForward guidance, clients benefit from personalized plans designed to continually keep them on the right path.

Life Isn't Linear graphic

We understand every client’s life path is unique. Through the twists and turns, our approach encourages advisors to walk with their clients each step of the way. With ongoing practice management coaching, best practice education and FeedForward guidance, clients benefit from personalized plans designed to continually keep them on the right path.