October 24, 2023

LifePlan Financial Advisory Group to Join Buckingham Strategic Wealth

St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is pleased to announce that LifePlan Financial Advisory Group, LLC (“LifePlan”) of Rochester Hills, MI will join Buckingham’s family of wealth advisors in a transaction expected to close in the fourth quarter of 2023, subject to customary closing conditions. Buckingham, with a home base in St. Louis, MO, has grown to over 50 offices nationwide.

Founder Keith A. Barr, partner Catherine S. Gearig and the team at LifePlan believe that wealth management is about more than money — it’s about helping clients preserve and grow their assets while honoring their personal goals.

“We have always been committed to creating the best possible wealth journey for our clients,” explained Keith Barr. “I founded this firm because I knew there were better ways to serve clients and opportunities to develop a more comprehensive wealth management experience. By joining Buckingham, we can build on the work I started over 20 years ago, tapping into their top-tier support, services, and pool of talent. As a part of Buckingham, we can focus even more time on client relationships, continuing the small-town feel our clients know and love, while drawing upon the resources of a large firm.”

“While our team has done a tremendous job developing, growing, and fostering client relationships, we are always looking for new ways to enhance service,” shared Cathy Gearig. “I am thrilled to utilize Buckingham’s solutions to help our clients reach their personal and financial goals. I look forward to seeing how our new partnership will positively impact generations of clients for years to come.”

“LifePlan is a great fit with Buckingham’s culture, associates, and values. Much like us, their team focuses on creating solid financial plans, building strong relationships, and always putting the clients’ best interest first,” said Adam Birenbaum, CEO of Buckingham Strategic Wealth. “We are excited to help LifePlan expand upon their services and client base in Southeast Michigan.”

About Buckingham Strategic Wealth, LLC

Buckingham Strategic Wealth, LLC, is an SEC registered investment adviser providing an extensive range of fiduciary financial advisory services that support individuals, families, nonprofits and other organizations. With a passion to progress, serve and do the right thing for clients at all times, Buckingham Strategic Wealth helps to fulfill their clients’ financial dreams using the organization’s proprietary Design | Build | Protect® methodology and an array of evidence-driven investment and planning strategies.

Headquartered in St. Louis, MO, Buckingham Strategic Wealth has over 50 offices in 26 states. As of June 30, 2023, the firm managed $24.32 billion in regulatory assets under management. For more information, visit buckinghamstrategicwealth.com.

About LifePlan Financial Advisory Group, LLC

Since 2000, LifePlan Financial Advisory Group has provided customized financial planning, investment management services and unwavering guidance to clients from their Rochester Hills, MI office. This three-pronged approach is designed to address every client’s unique situation and helps investors accumulate, grow, protect and transfer wealth for generations to come. For more information, visit lifeplanfinancialgroup.com.