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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.
As Michael Kitces’ FinTech Solution Map shows, there is no shortage of tech solutions available to help advisors. When you partner with Buckingham Strategic Partners, we help remove the complexities of these many solutions. You are easily able to streamline and integrate your FinTech needs. Check out how our platform eliminates the necessity for several of these options, plus connects to your existing business needs.
* Source: Michael Kitces at Nerd’s Eye View, Financial Advisor FinTech Solutions Map, data as of October 2022 Explore Michael Kitces’ full Financial AdvisorTech Directory here.
Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia
Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas
Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin
NORTHERN VIRGINIA
Divisional Manager | Home Base: Oaks, PA
CENTRAL & SOUTHERN VIRGINIA
Divisional Manager | Home Base: Lookout Mountain, TN
NORTHERN VIRGINIA
CENTRAL & SOUTHERN VIRGINIA