© 2020 Buckingham Wealth Partners. 
Buckingham Strategic Wealth, LLC, & Buckingham Strategic Partners, LLC (Collectively, Buckingham Wealth Partners)

Put the advantage of a leading Advanced Planning team to work for your clients

Better understanding leads to better advice. Our advanced planning insights are your resource regarding practical implications of the latest changes and applications affected by financial regulations. As the Head of Planning Strategy for Buckingham, Michael Kitces leads a group dedicated to keeping an eye on national policies and trends in finance and the markets.


Michael E. Kitces

MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Head of Planning Strategy

Michael Kitces heads up our planning and strategy group. As a well-known author, podcaster, advisor’s advisor, entrepreneur and industry leader, his industry knowledge and thought leadership shape strategic priorities and focus for Buckingham. The planning and strategy group is responsible for the research fueling our evidence-based financial planning strategies that, in turn, support advisors on our comprehensive wealth management platform. These key strategies and techniques for advisor training, development and client experience efforts ultimately support their clients.

Listen to our bi-weekly podcast where we talk with advisors who share the behaviors that help them succeed.

We believe in a better wealth experience for clients and advisors.

Their insights lead to educational strategies and advice that will better equip you to confidently engage in planning conversations with your clients. Take your practice to a new level of service with the insight and advantages of our exclusive advanced planning insights.

Talk to the RIATalk to the TAMP

Buckingham Strategic Wealth offers advisors support in reaching their business goals through career growth and strategic succession planning.

completed transactions, successions and 
strategic hires.*

*As of 10/1/2020

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*As of March 31, 2020, Buckingham Strategic Partners had $3.50 billion of discretionary regulatory assets under management and $12.95 billion of non-discretionary regulatory assets under management. In addition, Buckingham Strategic Partners provides administrative, back-office and retirement plan services to $16.10 billion of assets managed or advised by the independent firms that hire Buckingham Strategic Partners for its services. In the aggregate, the total number of assets under management or administration was $32.55 billion.

Buckingham Strategic Partners offers a comprehensive wealth management platform and delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their financial goals.

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Check out Ask Buckingham, our latest client and advisor educational series.

VISIT ASK BUCKINGHAM

Advisors and clients are filled with more questions than answers these days about money and markets. This video series is designed to provide simple, straight-forward answers to everyone's most pressing financial questions

Learn from others on the Admired Advisor Podcast.

How We Do It

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A Holistic Approach

Under the Buckingham Wealth Partners umbrella, two businesses help investors plan for a prosperous life on their own terms.

ADVISORS WITH US OVER 15 YEARS

390+

AUM/AUA

$32B*

24+

YEARS SERVING ADVISORS

1000+

ADVISORS CURRENTLY SERVED

Experience is Everything.

For more than a decade, forward-thinking advisors like you have turned to us to bring their futures into focus – and to make the most of the opportunities ahead. To us, and to the firms who partner with us, this is a decision that’s about more than numbers.

Our team has created an approach built around three core values:

Trust

Integrity

Passion