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Innovative Team for All Your Financial Needs

Financial and Tax Services

With depth and breadth of expertise in financial planning, investment management and business services, we are uniquely able to address the various issues related to coordinating your personal and business financial needs.  

Our initial focus is on getting to know you - really understanding your hopes and dreams. Then we assign a carefully selected team led by a professional to quarterback the various services and initiatives. Whatever your situation, we can provide the expertise you need because Buckingham Advisors offers the essential financial services you need, all within a single firm.

We can help you with:

Individuals and Families

  • Planning for Retirement
  • Portfolio Construction & Management
  • Cash Flow During Retirement
  • Tax Strategies
  • Tax Preparation
  • Family Wealth Transfer
  • Rollovers from Employer Plans
  • Saving for College
  • Marriage/Divorce
  • Inherited Wealth
  • Estate Planning
  • Insurance Strategies


  • Business Consulting
  • Accounting
  • Tax Preparation
  • QuickBooks® Services
  • Payroll
  • Retirement Plans
  • Insurance strategies

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