We Aren’t For Everyone,
That’s Good For You

We Aren't For Everyone,
That's Good For You

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 aren’t driven by having the most clients, we are driven by having a community that wants to have the most impact in their clients’ lives. From advanced planning resources with the talent of some of the brightest minds in the business, to the experience of your day-to-day regional director/coach, to a like-minded community whose goal is making a difference, we focus on providing valuable experiences for our advisors so they, in turn, can provide a meaningful experience for their clients.

We think you may be a great match for the Buckingham family if you:

  1. Measure your career satisfaction on how your holistic wealth management approach is helping clients’ reach and enjoy their goals – not just their bottom line. Learn more about our approach.
  2. Are dedicated to giving your clients the highest level of service and want a partner to help you maximize your time to do so.
  3. Believe in creating investment and planning strategies through an evidence-driven, Asset Class investment approach, supported by 80+ years of peer reviewed research. There are four key concepts that play a vital role in the construction and management of our portfolios. Learn more about our approach.