Find a business

        More Info

        General Info
        Buckingham Strategic Wealth's Cincinnati team is focused on helping clients achieve retirement success. With decades of experience guiding clients toward meeting their financial goals, the team enjoys taking a people-first approach to wealth planning. Using an evidence-driven philosophy, they ensure clients understand how to navigate the peaks and valleys of markets and planning decisions. The team has been serving the Cincinnati area since 2003, previously as Oxford Financial Partners, before joining Buckingham Strategic Wealth in 2023. Clients come to their team of advisors for the long-term partnership approach they take when working with them.
        Services/Products
        asset management business owner financial planning comprehensive wealth management, estate and trust planning financial planning investment planning net worth development retirement planning tax planning
        Other Link

        website

        Categories
        Financial Planners, Financial Services, Investment Advisory Service
        Provided by

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (866) 469-7014

        Address: 8044 Montgomery Rd Ste 163, Cincinnati, OH 45236

        Website: website

        People Also Viewed