During this interactive webinar, independent advisors Neel Shah of Beacon Wealth Solutions and Brent Gunderson of Connected Wealth Solutions share how Buckingham’s industry leading tools, dedicated back-office teams, platforms and processes have been key in helping them build their dream practices. Discover how our core solutions have changed their professional and personal lives for the better.

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Buckingham Strategic Partners

When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.