Buckingham Connects Quarterly Webinar: April 2023

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Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

Engage 2023 | June 5-8, 2023

Join us at Engage 2023 The pace of accounting and finance is constantly evolving. From tackling emerging complexities and challenges head on to embracing ever-changing technology, it’s imperative to be forward thinking. You can’t afford to fall behind on advancing your skill set, pivoting your business needs, creating new revenue lines and utilizing the latest […]

Buckingham’s Leadership Team’s Book Recommendation

Holiday Book Ideas

This holiday season, if you are looking for a book recommendation for your favorite bibliophile, yourself, a family member, friend or colleague, Buckingham’s Leadership Team is spreading the cheer by sharing a few of their recommended reads. “My father shared a copy of one of Larry Swedroe’s books at the beginning of my career, and […]

The Great Retirement Debate

In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate. In each episode, Jeff and Ed will go head-to-head knocking out critical topics in the retirement landscape. Through a coin flip, they take opposing sides […]

Buckingham Connects Webcast: September 2022

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During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.

Buckingham Advisors Named in Investopedia’s 100

At Buckingham Wealth Partners, we pride ourselves on cultivating talented and passionate professionals from the industry and industry peers across the nation agree on our hiring selections! Cheers to Buckingham Wealth Partners’ Head of Planning Strategy Michael Kitces for once again being awarded Investopedia’s Most Influential Advisor. Michael’s respected thought leadership, ability to shape strategic […]

Planning for Growth

Planning for Growth Webcast Replay

Enjoy a recap of our webcast, Planning for Growth, where we delve into the ways Buckingham can free up an advisor’s valuable time to nurture their clients.

Perspectives for 2022: Buckingham’s Thoughts on the Year Ahead

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The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with your financial advisor about developing a risk-tolerant plan and sticking to it- while, as I like to say, controlling the “controllables.”

West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Divisional Manager
Home Base: Denver, CO

Let’s Connect

303.815.4104

SCHEDULE A MEETING

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Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING

Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Divisional Manager
Home Base: Chicago, IL

Let’s Connect

312.219.1136

SCHEDULE A MEETING

Northern Virginia

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager  |  Home Base: Oaks, PA

Let’s Connect  |  267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

Central & Southern Virginia

MIKE OZBURN

Divisional Manager  |  Home Base: Lookout Mountain, TN

Let’s Connect  |  404.822.4709

SCHEDULE A MEETING

North / South Territory

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING