Buckingham Strategic Wealth is an investment company in Irvine, California. Our team of financial planners empowers clients to make smart financial decisions through careful planning, ongoing education, and discussion of their values and goals. Those discussions drive the creation of customized, holistic wealth management plans to help integrate every aspect of our clients' financial lives. Our wealth management firm in Irvine was formerly known as Wealth Management Group. We have an extensive portfolio of products like estate planning, education planning, tax planning, college saving planning, multigenerational planning, and more to help you reach your financial goals. Call our fee-only financial advisors in Irvine today!

Services:

business owner financial planning

tax planning

investment planning

net worth development

estate and trust planning

financial planning

retirement planning

asset management

comprehensive wealth management

Buckingham Strategic Wealth, financial planner, listed under "Financial Planners" category, is located at 3 Park Plaza Suite 420 Irvine CA, 92614 and can be reached by 8776951442 phone number. Buckingham Strategic Wealth has currently no reviews.

Browse all Financial Planners in Irvine CA. Discover census data for Irvine, CA.

Map To This Location

1,956.26 mi away 4 hours and 29 minutes by plane

Give to Buckingham Strategic Wealth

Frequently Asked Questions about Buckingham Strategic Wealth

Is Buckingham Strategic Wealth open on Sunday or Saturday?

Buckingham Strategic Wealth is closed on Sunday and Saturday.
Buckingham Strategic Wealth is open Mon-Fri 8:00 AM-5:00 PM.

Who is your ideal client?

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.

Do you specialize in any specific area of wealth management?

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

What makes Buckingham different?

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.

How do you charge for your services?

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.

What services do you offer?

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.

Buckingham Strategic Wealth - Irvine, CA 92614 - (877)695-1442 | ShowMeLocal.com

show 9

Buckingham Strategic Wealth

CLOSED NOW 8:00 am-5:00 pm

Looking For Financial Planners?

About Buckingham Strategic Wealth