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Reflecting a Spirit of Innovation and Creativity

Media Mentions


GOBankingRates, November 17, 2020

Nicole Strbich was quoted in “12 COVID-Proof Money Tips from Financial Planners.”

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Dayton Business Journal, November 12, 2020

Read Emily Cozad’s expert insights in this interview.

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Springboro Neighbor, November 2020

Read "Financial Preparedness for the Months Ahead" in the article by Lance Steiner and Valerie Harman.

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Forbes Advisor, October 29, 2020

Read Jessica Beam DeBold’s comments in the article, “If Joe Biden Wins, Get Ready For A Big Battle Over Tax Policy.”

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The Wall Street Journal, October 19, 2020

Nicole Strbich provides expert commentary on college financial planning during the pandemic and economic uncertainty in “How Covid-19 Has Changed the Way People Should Save for College.”

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PLANSPONSOR, October 15, 2020

Ryan Johnson discusses options strategies and alternatives in this article on “Why Alternative Assets Make Sense for 401(k) Plans.”

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Forbes, Oct. 11, 2020

Brad Griffith was quoted in "Parents: Teach Your Children (to Retire) Well".

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Fiduciary News, Oct. 6, 2020

Read Brad Griffiths comment in "401(k) Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education".

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NAPFA Playbook 2020, Sept. 30, 2020

Nicole Strbich participated on a panel of advisors who addressed the National Association of Personal Financial Advisors (NAPFA) on the topic of good client communications.

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Bankrate, Sept. 23, 2020

Ryan Johnson was quoted in “Growth Investing vs Value Investing: Which is Better in Today’s Environment?”

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Springboro Neighbor, October 2020

Read these helpful tips in Jackie McGuire’s article: "Tax Items for You to Consider Before Year-End".

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Springboro Neighbor, August 2020

Ryan P. Johnson discusses investment approach in his article "Making Moves in Volatile Markets".

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Springboro Neighbor, July 2020

Learn about "Retiring During Uncertain Times" in this article by Ashlee Walton.

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Springboro Neighbor, April 28, 2020

Read the article "Missed Out on the PPP Loan? Other Options are Still Available!" by Kristie Adams where she talks about Paycheck Protection Program funding.

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Springboro Neighbor, April 2020

Kristie Adams discusses "The SECURE Act and Small Businesses" in this article.

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Springboro Neighbor, March 2020

Read Jessica Distel’s article on "What Every Small Business Owner Should Know to be Successful".

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Springboro Neighbor, March 2020

Read Jessica Distel’s article on "What Every Small Business Owner Should Know to be Successful".

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CNBC, August 8, 2019

Read Nicole Strbich's comments in the article, "In Your 50's? How to Get Serious About Planning for Retirement."

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Dayton Business Journal, July 19, 2019

Jackie McGuire, CPA, joins Buckingham as Client Service Manager of Business Services Team.

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Dayton Daily News, April 7, 2019

Buckingham Advisors combine services and announce new name.

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Dayton Chamber of Commerce, March 28, 2019

Member Spotlight: Buckingham Advisors combine services and announce new name.

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Dayton Business Journal, March 27, 2019

Companies on the Move: Buckingham Advisors combine services and announce new name.

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Dayton Business Journal, March 27, 2019

Buckingham's employees exceed expectations, making the firm a Best Place to Work.

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Dayton Daily News, March 17, 2019

Brad Griffith, CRPC, MSA has been named Financial Planner.

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Dayton Daily News, February 24, 2019

Lance Steiner received designation as a Certified Financial Planner.

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Dayton Daily News, February 10, 2019

Valerie L. Harman, CPA, received designation as a Certified Financial Planner.

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Dayton Business Journal, February 1, 2019

Read Jessica Distel's comments on startups and entrepreneurial endeavors in "Dayton Accounting Firms Weigh In on Clients' Growing Industries"

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Dayton Business Journal, January 23, 2019

Linda Parenti gives expert advice on asset allocation in this article on "Financial Advice From Dayton-Area Planners and Account Managers."

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CNBC, Aug. 21, 2018

See what Nicole Strbich has to say about debt in the article "Here’s How to Know if You Have ‘Good Debt’ or ‘Bad Debt’".

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The Street, July 9, 2018

Read Nicole Strbich’s comments in “How to Take a Mini-Retirement Without Delaying Your Full Retirement”.

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CNBC, June 18, 2018

Reporter Sarah O’Brien quotes Nicole Strbich in “How to Get Serious in Your 50s About Planning For Retirement”.

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Forbes, May 31, 2018

Nicole Strbich was quoted in the article, “9 Things to Consider Before Buying a Vacation Home”.

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