Buckingham Strategic Wealth
Company

Buckingham Strategic Wealth

Financial Services United States 120 employees
Employees
120
Contacts
3
Emails
3
Phones
2

Buckingham Strategic Wealth Overview

Headquarters
United States
Industry
Financial Services
Employees
120
Funding
2025,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Buckingham Strategic Wealth

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

Buckingham Strategic Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Buckingham Strategic Wealth Org Chart

Sample employees and titles
Name Title Contact
Jonathan Abner
Email
David Luckes Director of Institutional Services
Email Phone
Andrew Leach, Cfp® Portfolio Manager at Buckingham
View
Kevin Carlton Fixed Income Portfolio Advisor
Email Phone

Employees by Management Level

Director 1 profile
Manager 1 profile
Individual contributor 1 profile

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