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VerifiedFinancial Services· Founded 1987

Buckingham Advisors

Buckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals. When your financial needs are complex, encompassing both personal and business issues, having a single firm that can address them all is a huge relief. One phone call to your dedicated advisor and your questions are directed to the right team experts who can address them. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. To learn more about us and the services we provide, please visit or email service@mybuckingham.com.

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HeadquartersDayton, United StatesEmployees8(11 to 50)Annual revenue<$1MFounded year1987Websitemybuckingham.comLinkedIn profileLinkedIn

Verified contacts

4

available on Kipplo

LinkedIn employees

8

11 to 50 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

0

tools in use

Monthly traffic

189

organic / mo

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Top roles at Buckingham Advisors

4 distinct titles indexed · top 4 shown.

  • 1financial planner
  • 1financial planning assistant
  • 1planning assistant
  • 1senior portfolio manager & research analyst

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