Strategic Alliances

Buckingham Strategic Partners proudly serves and supports independent wealth management firms and financial advisors in their work of helping clients and their families meet their most important life and financial goals. It’s our highest calling. That’s why Buckingham Strategic Partners delivers academically rooted and evidence-based investment solutions, because we believe this approach gives you the best odds of achieving financial peace of mind. We provide holistic financial planning tools, because we believe true wealth management should be comprehensive. We’ve developed a long bench of thought leaders and specialists, because we believe in breadth plus depth. By partnering with Buckingham Strategic Partners, members of this nationwide community bring its collective wisdom and resources to bear on designing, building and protecting each client’s financial plan.

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Dimensional is a leader in applying advanced financial science to investment solutions for clients around the world. They offer a full range of investments, including mutual funds and exchange-traded funds, to help advisors build global solutions. Individuals can invest in Dimensional strategies through a select group of financial advisors.

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Custodian Partners

Our custodians below are leading providers of comprehensive brokerage and custody services to fee-only independent Registered Investment Advisors (RIAs) and their clients. All our custodial partners have proven track records with RIAs who are committed to helping advisors serve their clients and protect their assets.