General Info

Our Buckingham Strategic Wealth office in Boca Raton opened in 2017, but we've served the community for 15 years. Our financial planners earn their trust by creating holistic private wealth management plans that address all aspects of their financial lives and support their retirement, estate, and legacy goals. The relationships our wealth management firm builds are deep, and the service we provide is highly personal. As fiduciaries and fee-only financial advisors, we always act in the best interest of our clients. Our certified financial planners' goal is to help clients achieve the confidence and peace of mind that comes with having a financial plan that aligns with their aspirations. Call our investment company in Boca Raton today!