General Info

Buckingham Strategic Wealth's Asheville team is focused on what we do best, helping our clients plan for all of their life changes. We use an investment philosophy rooted in evidence to design financial plans that are unique to each person's individual situation. We pledge to every client that we will guide them through their options and explain our advice clearly. We always take the time to make sure you understand our advice so you can make the best choices. Our team has provided advisory services to the Asheville area since 2010, previously as Davis Financial Planning, before joining Buckingham Strategic Wealth in 2023.