What Buckingham Strategic Wealth does

Buckingham Strategic Wealth is a U.S. registered investment adviser founded in 1994 and headquartered in Clayton, Missouri, providing personalized wealth management and adjacent financial services to high-net-worth individuals, families, business owners, healthcare executives, and institutional clients. The firm operates with 501-1000 employees under the leadership of founder Bert Schweizer, and has historically pursued growth through a programmatic tuck-in acquisition strategy targeting U.S. RIAs, including Stevens Wealth Management (2018), Confluence Wealth Management (2020), Carolina Capital Consulting (2021), and The Planned Approach (2021), with a stated geographic emphasis on the Southeast U.S.

Buckingham's offering is structured as a platform-plus-modules model: a core wealth management service is wrapped with add-on modules spanning specialized planning, family office / CFO services, tax planning and return preparation, business management, retirement solutions, and institutional services for nonprofits, endowments, and foundations. Products are delivered via a relationship-based, personalized advisory model anchored to individual client goals and values, with an integrated tax and planning overlay designed to deepen wallet share per client.

Commercially, Buckingham is a private firm operating as a partner within the Focus Financial Partners / Focus Partners network, which provides access to a nationwide ecosystem of specialized professionals and shared service infrastructure. As a SEC-registered investment adviser (Form ADV and Form CRS filer), the firm monetizes through standard RIA fee structures on managed assets and advisory engagements; no public revenue, AUM, or pricing details are disclosed in available source material. The firm's go-to-market combines direct advisor-led client acquisition with geographic expansion via acquisitions in target metros such as Charlotte, North Carolina.

Name

Buckingham Strategic Wealth

Legal name

Buckingham Strategic Wealth

Website

https://buckinghamstrategicwealth.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Buckingham Strategic Wealth is a U.S. registered investment adviser founded in 1994 that delivers personalized wealth management, tax, family office, and institutional services to high-net-worth individuals, business owners, healthcare executives, and institutions as a partner firm within the Focus Partners network.

Ownership category

akta.pro rank

Headquarters

HQ city

Clayton

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Core offering

Buckingham Strategic Wealth provides personalized wealth management services including investment planning, comprehensive financial planning, and advisory services designed around individual client goals and values. The offering is structured as a core wealth management product supplemented by specialized modules such as family office/CFO services, tax planning, business management, retirement solutions, and institutional investment services. The firm serves individual investors, business owners, and institutional clients (including nonprofits and foundations) through a network of offices and advisors operating under the Focus Partners network.

Product overview

Focus Partners operates as a unified wealth management platform offering a comprehensive suite of services organized around a core wealth management offering complemented by specialized planning modules. The platform provides integrated wealth management, investment planning, family office services (including CFO Services), tax services, business management, retirement solutions, and institutional services. The architecture is designed as a platform-plus-modules model where clients receive personalized wealth advice through their primary advisor while gaining access to specialized professionals across the network for specific needs such as tax planning, divorce resolution, business ownership challenges, and institutional investment management.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Core wealth management service providing personalized financial planning and investment advisory services, built around individual client goals, values, and life objectives.
• Family Office Services (CFO Services) Comprehensive family office services providing CFO-level financial oversight and management for high-net-worth families and individuals.
• Tax Services Integrated tax planning and return preparation services designed to help clients optimize their tax situations as part of comprehensive wealth management.
• Business Management Business management services for entrepreneurs and business owners, offering financial and operational support beyond traditional wealth advisory.
• Retirement Solutions (Retirement Plan for Businesses) Retirement plan services for businesses, providing fiduciary partnership and comprehensive retirement planning solutions for business owners and their employees.
• Institutional Services Institutional investment services and fiduciary solutions for institutions including nonprofits, endowments, and foundations.
• Specialized Planning Specialized financial planning services including tax services, divorce and dispute resolution, business owner services, and other targeted planning needs beyond core wealth management.
• Investment Planning Research-backed investment planning and wealth management services utilizing carefully designed strategies to help clients achieve their financial objectives.

Segments2 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Carolina Capital Consulting, Inc.coreOthers · 3 May 2021Buckingham Strategic Wealth announced acquisition of Carolina Capital Consulting, Inc., a registered investment advisor based in Charlotte, North Carolina, with expected completion in Q3 2021. Carolina Capital provides wealth management and tax planning services, mainly to professionals in the Charlotte area, including healthcare executives.

Recent moves6 records

Expansion highlights5 records

Direct peers

• Private Advisor Group: Independent RIA supporting financial advisors with wealth management, investment, and planning infrastructure for high-net-worth clients. Comparable in delivering advisor-led wealth management within a partner-firm ecosystem.
• Moneta Group: National fee-only RIA providing comprehensive wealth management, tax, and family office services to high-net-worth individuals, families, and business owners. Highly comparable in service breadth, fee-only model, and integrated tax-and-wealth approach.
• Mercer Advisors: National RIA providing wealth management, tax, estate planning, and family office services, with significant acquisition activity building out a partner-firm model. Directly comparable integrated wealth offering and acquisition-led growth strategy.
• Carson Group: National wealth management firm offering financial advisor support, investment solutions, and practice management to RIAs and their clients. Similar in delivering integrated wealth advice at scale with a partner-firm model.
• Creative Planning: One of the largest independent RIAs in the US offering comprehensive wealth management, tax planning, and family office services to high-net-worth individuals. Highly comparable business model with similar service breadth and goals-based planning orientation.
• Mariner Wealth Advisors: Large national RIA providing wealth advisory, tax, estate, and retirement plan services with a focus on high-net-worth individuals and business owners. Comparable scale, service suite, and integrated planning approach to Buckingham.
• Hightower Advisors: National RIA serving high-net-worth individuals, families, and institutions through a partnership model with advisor-led firms. Comparable in offering wealth planning, investment management, and family office services through an advisor-centric platform.
• Sanctuary Wealth: National RIA partnership platform serving ultra-high-net-worth and high-net-worth clients through independent advisor teams. Comparable in operating a multi-affiliate wealth model with institutional-grade investment capabilities.

Broad incumbents

• Focus Partners (formerly Focus Financial Partners): Buckingham's parent platform and the largest US partnership of independent wealth management firms. Directly comparable as the umbrella organization within which Buckingham operates, sharing services, branding, and advisor networks across the same wealth management value proposition.
• Edelman Financial Engines: Largest US independent RIA offering wealth management, financial planning, and retirement plan services to millions of households. Comparable in scale and goals-based planning emphasis, though broader and more retail-oriented than Buckingham's HNW tilt.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/buckinghamadvsr
• Facebookfacebook.com/buckingham-asset-management-197130567088102
• LinkedInlinkedin.com/company/buckinghamadvisor

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Buckingham Strategic Wealth