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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.
We partner with both seasoned advisors who are running substantial fee-based practices as well as startup firms with solid business plans focused on providing personal, comprehensive wealth planning. Collectively, Buckingham serves financial planners looking to make a difference in their clients’ lives.
"Whether it’s our dedicated back-office service teams, advanced planning resources fueled by the talent of some of the brightest minds in the business, the experience of your day-to-day regional director coach or 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.”
-Adam Birenbaum, Chairman & Chief Executive Officer
* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
Advisors searching for investment solutions to develop time efficient, personalized plans for every client, starting with multiple sets of customizable, evidence-driven, highly-diversified model portfolios.
Advisors who understand the benefits of supporting clients’ goals means more than just talking investments. This group appreciates that every client comes with unique complexities. In order to scale their business and support the needs of their clients, these advisors are looking to leverage a wealth of knowledge and efficiencies to succeed.
CPAs, attorneys and other professionals who offer financial advising and planning-based services to their clients but need turnkey investment solutions and support to complement their planning strategies and maximize their time.
We’d love to learn more about you and your business to understand how we can support your journey toward building your dream practice. Let’s talk to see if we may be a fit for supporting your unique needs.
We’d love to learn more about you and your business to understand how we can support your journey toward building your dream practice. Let’s talk to see if we may be a fit for supporting your unique needs.
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 (north)
Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia (central and southern)
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