Buckingham Strategic Wealth

Buckingham Strategic Wealth
320 North Third Street, Suite 501
Burlington, IA 52601
M-F 8:30am-5pm, Sa-Su Closed

Monday: 
8:30 am – 5:00 pm
Tuesday: 
8:30 am – 5:00 pm
Wednesday: 
8:30 am – 5:00 pm
Thursday: 
8:30 am – 5:00 pm
Friday: 
8:30 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

Buckingham Strategic Wealth is devoted to helping clients reach their goals through comprehensive, fee-only wealth management and financial planning in Burlington, IA. Our team of financial advisors delivers customized, comprehensive wealth management to help individuals and families achieve their financial goals. While the financial world can be complex and the headlines overwhelming, we educate clients on every aspect of personal finance. That knowledge helps our clients gain clarity and feel confident in making smart decisions about their wealth. We also offer distinctive services for business owners and physicians to address the unique complexities that come from integrating personal and professional financial plans. Call us today!

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