Buckingham Strategic Wealth
Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.
The Planned Approach is an SEC-registered investment advisory firm that specializes in providing wealth management services for professionals, retiring business owners, executives, and high net worth individuals. The firm addresses a range of financial needs including investments, tax issues, liability management, risk assessment, estate planning, and charitable planning. Additionally, it assists clients in achieving specific financial objectives such as funding education, acquiring additional properties, and preparing for business sales. Through these comprehensive services, The Planned Approach aims to help its clients attain financial independence.
Carolina Capital Consulting
Acquisition in 2021
Carolina Capital is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, and retirees, and their families.
Confluence Wealth Management is an independent firm that takes a personalized approach to serving our clients’ wealth management and financial planning needs.
Stevens Wealth Management offers wealth management solutions.
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