News

All that’s newsworthy. In our words and theirs.

Here’s where you will find articles about new office openings, hires, acquisitions and anything related to improving our offering to our clients.

May 16, 2024

Media/Press

Focus Announces Transformational Transaction; Buckingham Strategic Wealth To Merge With The Colony Group

Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management and related financial services firms, announced today at its semi-annual partners meeting that it is in advanced discussions to enter into a definitive agreement under which Focus partner firm Buckingham Strategic Wealth, LLC (“Buckingham”), headquartered in St. Louis, will combine with Focus firm The Colony Group, LLC (“Colony”).

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May 02, 2024

Media/Press

Buckingham Extends Offering with Introduction of Family Budget Services

Firm Acquires St. Louis Founded ‘Family Budget Expert’

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April 11, 2024

Media/Press

Buckingham Strategic Wealth Named to List of Nation’s Top DC Advisor Teams

Buckingham Strategic Wealth has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million.

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January 19, 2024

Growth

Buckingham Strategic Wealth Expands Michigan Presence with Wasserman Wealth Management

Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”), is excited to announce that Wasserman Wealth Management (“Wasserman” or Wasserman Wealth Management, LLC ”) of Farmington Hills, MI will join Buckingham.

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December 15, 2023

Growth

Buckingham Strategic Wealth Expands Atlanta Presence with Mesa Financial Group

Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”), is excited to announce that Mesa Financial Group, LLC (“Mesa” or “Mesa Financial Group”) of Atlanta, GA will join Buckingham.

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October 24, 2023

Growth

Briggs Advisory Group to Join Buckingham Strategic Wealth Team

Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”), is excited to announce that Briggs Advisory Group, Inc. (“Briggs” or “Briggs Advisory Group”) of Lincoln, RI, will join Buckingham.

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October 24, 2023

Growth

LifePlan Financial Advisory Group to Join Buckingham Strategic Wealth

Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”), is excited to announce that LifePlan Financial Advisory Group, LLC (“LifePlan”) of Rochester Hills, MI, will join Buckingham.

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October 16, 2023

Media/Press

Buckingham Recognized by International Organization’s “Allocator Awards”

Buckingham Strategic Wealth has been recognized by London-based global asset management as the Institutional RIA of the Year. This international award highlights Buckingham’s evidence-driven investment philosophy, which serves as the foundation for every personalized wealth plan we create.

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October 12, 2023

Media/Press

Buckingham Recognized in the 10th Spot on Forbes’ Top RIA Firms List for a Consecutive Year

Forbes Magazine has recognized our hard work by naming Buckingham one of the country’s leading fiduciaries on their 2023 America’s Top RIA Firms list! Learn more and check out all the winners.

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September 20, 2023

Media/Press

Buckingham Strategic Wealth Named a Top RIA Firm for Seventh Year

For the seventh year in a row, Buckingham Strategic Wealth was named to Barron's list of the country's Top 100 RIA firms.

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