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Buckingham Strategic Wealth

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(425)504-7332verified

3015 112th Ave NE suite 210
Bellevue WA, 98004

Sunclosed
Mon8:00 am-5:00 pm
Tue8:00 am-5:00 pm
Wed8:00 am-5:00 pm
Thu8:00 am-5:00 pm
Fri8:00 am-5:00 pm
Satclosed

3015 112th Ave NE suite 210, Bellevue WA, 98004
(425)504-7332

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About Buckingham Strategic Wealth

The Seattle team is dedicated to guiding clients through a comprehensive financial planning process, customized to help them attain their unique investment goals and secure their financial futures. The firm serves as a registered investment advisor providing fee-only investment management support, predominantly to dentists and other personnel of dental practices during and after their practice careers. Buckingham focuses on discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do.

Services:
comprehensive wealth management
asset management
retirement planning
financial planning
estate and trust planning
net worth development
investment planning
tax planning
business owner financial planning

Buckingham Strategic Wealth, financial planner, listed under "Financial Planners" category, is located at 3015 112th Ave NE suite 210 Bellevue WA, 98004 and can be reached by 4255047332 phone number. Buckingham Strategic Wealth has currently no reviews.

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1,992.04 mi away  4 hours and 34 minutes by plane

Frequently Asked Questions about Buckingham Strategic Wealth

Buckingham Strategic Wealth is closed on Sunday and Saturday.
Buckingham Strategic Wealth is open Mon-Fri 8:00 AM-5:00 PM.
With a tailored, evidence-driven approach to investing, advising and financial strategies, Buckingham caters to clients who desire a white-glove money management experience. We offer services for individuals, families, retirement plans, institutions, endowments and medical practice owners with complex financial needs.
Multi-faceted, intricate and complicated situations require next-level wealth management from highly trained and experienced professionals, and we are here to help. We are constantly evolving, refining and growing our comprehensive list of specialties. Currently, our menu includes: • Planning Through Divorce • LGBTQ Financial Planning • Special Needs Planning • Practice-Integrated Wealth Management • Faith-Based Wealth Management • Sudden Wealth
Our data-driven, customized strategies are based on decades of scientific, peer-reviewed research, not intuition. Buckingham’s evidence-driven approach to investment and planning, the vision of our thought leaders and the shared knowledge and collective experience of our advisors are key components of our unique approach to wealth management. We are motivated not by how many assets we manage, but how many lives we improve. Plus, as a fiduciary, we personally and legally pledge to always put our clients’ needs first.
Buckingham has proudly been a fee-only fiduciary management firm since we opened our doors nearly 30 years ago. This means we sell no financial products and receive no commissions from any source. Instead, we’re solely in the business of advice. Our fees from clients are based on a percentage of our managed client assets in any given year and cover all our investment management and financial planning services.
Our extensive service offerings include comprehensive wealth management, asset management, retirement plans and institutional advisor services: • Net Worth Development • Retirement Planning • Estate & Trust Planning • Investment Planning • Business Owner Planning • Tax Planning • Education Planning • Charitable Giving • Health & Insurance Planning For more complex challenges, we have experienced team members who focus on integrated tax solutions, specialty practice areas and business solutions.

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