Buckingham Strategic Partners is a brand that is dedicated to providing a better wealth experience for financial advisors and their clients. With over 15 years of experience serving advisors, they offer a range of products and services to support your business and help you grow a roster of high-net-worth clients. Their core solutions include back-office support, where their open architecture platform allows you to streamline account opening, cash management, trading, rebalancing, billing, and more across multiple custodians.

They also provide evidence-driven investment models, created by their professional investment committee, which utilize mutual funds, ETFs, and SMAs. Additionally, Buckingham Strategic Partners offers practice management resources such as individual consulting and coaching programs to help you master growth plans, client segmentation, time management, staffing models, and client experience. They also provide advanced analytics tools, a network of peer planners, advisor coaching, advanced planning teams, retirement plan services, client communications strategy, independence, fiduciary approach, wealth planning conversations, and more.

With Buckingham Strategic Partners, you can expect a comprehensive and personalized approach to support your best client experience and fuel your firm's growth. Let them help you achieve your dream practice