You have many options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.
At Buckingham, we are passionate about providing a better wealth experience for financial advisors and their clients. We start by providing the back-office management, research-based investment models and best practices you expect from a TAMP. But that’s only the tip of the iceberg. We strive to create a better experience for financial advisors and their clients by powering below the surface with a competitive toolbox of comprehensive, personalized services. The result? The support you need to provide your best client experience and fuel your firm’s growth.
Marketing Support
Practice Management
Evidence-Driven Investment Models
Operational Tools
Back Office Support
Technology Stack
Network of Peer Planners
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Full Business Lifecycle Support
Advanced Analytics Tools
Custom Investment Modeling
Specialty Services
Growth Strategy
Advanced Planning Team
Personalized Client Experience
Wealth Planning Conversations
* As of March 31, 2022 BSP had $3.04 billion of discretionary regulatory assets under management and $15.46 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $20.17 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.66 billion.
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Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia
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Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin
NORTHERN VIRGINIA
Divisional Manager | Home Base: Oaks, PA
CENTRAL & SOUTHERN VIRGINIA
Divisional Manager | Home Base: Lookout Mountain, TN
NORTHERN VIRGINIA
CENTRAL & SOUTHERN VIRGINIA