Advanced planning specialists and industry leaders, Michael Kitces and Jeffrey Levine, join the Buckingham Wealth Partners team.

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Meet the New Additions to Our Team

Michael Kitces is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. His industry knowledge and thought leadership shape strategic priorities and focus for Buckingham and it is instrumental in leading research fueling our evidence-based financial planning strategies. Both advisors and clients benefit from his work as he applies key strategies and techniques to our advisor training, development and client experience efforts.

Expanding Buckingham's Commitment to 
Evidence-Based Planning

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Why Buckingham?

We help fulfill financial dreams. At Buckingham we are focused on clients, focused on the future, and focused on growth in a way few other firms are. There are a lot of financial planning firms out there, but at the end of the day, it's not just about what we do for clients, it's how we do it and who we do it with. We are the next generation of financial planning, with the next generation of leadership to move us forward.

MICHAEL KITCES

JEFFREY LEVINE

CPA/PFS, CFP®, AIF®, CWS®

Director of Advanced Planning

Jeffrey works closely with the Buckingham team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

Power Your Financial Goals with Evidence

Buckingham Wealth Partners has served investors and advisors with evidence-based investment strategies for over 25 years. Now, we’re leveraging our experience to set a new standard for wealth planning with evidence-based planning.

CFP®, CLU, ChFC, RHU, REBC, CASL

Head of Planning Strategy

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

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