Buckingham Strategic Wealth
Buckingham Strategic Wealth delivers customized, comprehensive financial plans and investment advice to clients around the country based on their specific needs, financial circumstance and long-term goals. We apply an approach that combines comprehensive, fiduciary wealth management with evidence-based investment planning to serve individuals, families, trusts, institutions, nonprofit organizations, retirement plans, dental practice owners and small business owners. We are driven by a commitment to provide an unparalleled client experience and to adhere to a fiduciary standard of care that puts our clients’ best interests first. Buckingham’s sister company, BAM Advisor Services, serves as a wealth management partner to more than 140 independent wealth management firms around the country who are part of The BAM ALLIANCE. BAM provides these firms guidance on business development and growth strategies, executes critical administrative functions and creates continuing education opportunities.
Buckingham pays 100 percent of an associate’s medical, vision and dental insurance and life, long-term disability and accidental death insurance. We started empowered PTO in 2016: We do not define the number of days an associate may use for time away from the office; we empower them to have a healthy work/life balance and take as many days as needed. We also introduced paid FMLA leave in 2016: All associates can receive full pay and benefits for up to 12 weeks. Buckingham coordinates firm-wide events: lunches, recreational sports teams, a wellness program, corporate outings and community service (examples: cook-offs, family picnic, Cardinals games, Clayton Corporate Challenge). Additional benefits include an employer-contributed profit-sharing retirement plan, 401(k) plan, tuition reimbursement, development and mentoring programs, matching charitable gifts, grants, personal computer assistance, and corporate discounts. Our award programs reward innovation, living our mission and excellent service.