Buckingham Strategic Wealth's Scottsdale financial planners help clients identify and achieve their financial life goals. Together we can build a comprehensive financial plan to help meet those aspirations. Our wealth management firm's relationship with our clients is deep, founded on trust and transparency, and designed to last generations. We have been serving families and business owners in Scottsdale and beyond for more than 20 years, previously as Asset Strategies Inc. before joining Buckingham in 2015. As fee-only financial planners, our investment company always acts in the best interest of our clients and offers advice based on their needs. Call our Scottsdale financial advisors for any wealth management questions or needs!

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 7047 E Greenway Okwy Suite 250 Scottsdale AZ, 85254 and can be reached by 4084184223 phone number. Buckingham Strategic Wealth has currently no reviews.

Browse all Financial Planners in Scottsdale AZ. Discover census data for Scottsdale, AZ.

Map To This Location

1,646.07 mi away 3 hours and 47 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.