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.
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Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
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
Categories
Financial Planners, Financial Services, Investment Advisory Service
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