Buckingham Strategic Wealth

  • Financial Services
  • Clayton MO
  • 419 employees
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Company Overview

Headquarters
8182 Maryland Ave. Suite 500, Clayton MO
Website
buckinghamstrategicwealth.com
Phone
(800) 711-2027
Employees
419
Founded in
1994
Industry
Financial Services
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Financials & Stats

Revenue

$100B

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Who is Buckingham Strategic Wealth

Buckingham Strategic Wealth is a growing Registered Investment Advisor based in Clayton, Missouri. The company employs 419 people and generates an estimated $100 million in annual revenue. Buckingham Strategic Wealth provides financial services to a diverse clientele, including individuals, businesses, trusts, non-profit organizations, healthcare professionals, and retirement plans. Their approach centers on evidence-based investing and comprehensive financial planning, aiming to help clients secure their financial futures and achieve their goals. As a Registered Investment Advisor with the Securities and Exchange Commission, Buckingham Strategic Wealth adheres to a strict fiduciary standard, pledging to act in the best interest of their clients. For more information about Buckingham Strategic Wealth, including their CRD number (143323), visit the SEC's website at www.advisorinfo.sec.gov. You can also visit their website at buckinghamstrategicwealth.com.

Company Leadership

Adam Birenbaum

Chief Executive Officer

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Rob Bertman

Direct of Family Budget Services

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Roger Millbrook JD

Advisor/Shareholder Buckingham Strategic Wealth

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Larry Swedroe

Principal and Director of Research

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Brittany Marshall

Director of Client Services

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Buckingham Strategic Wealth Industry Tags

Financial Services
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FAQ

What is the location of Buckingham Strategic Wealth's headquarters?
The headquarters of Buckingham Strategic Wealth are situated at 8182 Maryland Ave. Suite 500, Clayton MO
What is Buckingham Strategic Wealth's phone number?
Buckingham Strategic Wealth's contact number is (800) 711-2027.
What is Buckingham Strategic Wealth's official website?
The official website of Buckingham Strategic Wealth can be found at buckinghamstrategicwealth.com.
What is Buckingham Strategic Wealth's current revenue?
As of May 2024, Buckingham Strategic Wealth's annual revenue reached $100B.
How many employees does Buckingham Strategic Wealth currently have?
Buckingham Strategic Wealth employs approximately 419+ people as of May 2024
Which industries is Buckingham Strategic Wealth primarily operating in?
Buckingham Strategic Wealth operates in the following industries: Credit, Finance
Who is the Chief Executive Officer of Buckingham Strategic Wealth?
Buckingham Strategic Wealth's Chief Executive Officer is Adam Birenbaum
What are Buckingham Strategic Wealth's industry tags?
Buckingham Strategic Wealth's industry tags include: Financial Services
When was Buckingham Strategic Wealth founded?
Buckingham Strategic Wealth was founded in 1994.

Employee Directory

Key Employees

Wendy Hartman

President

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Susan Engle

Advisor Development Manager

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Donoven Dansberry

Help Desk Specialist

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Elizabeth Roberts

Client Service Manager | West Region

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Irwin Rothenberg

Principal

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Phil Usry

Director, Transactions

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Tiffanie Wegener

Service Specialist

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Marty Griggs

QA Analyst

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Cheryl Kulin

Client Relations Specialist

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