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Last updated: 4 months ago
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Financial Planning
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Investment Services
About Buckingham Strategic Wealth
Buckingham Strategic Wealth's Miami office opened in 2017, but our fee-only financial planners have served the Miami area for more than 15 years. We earn their trust by creating holistic wealth manage Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Additional business details
Buckingham Strategic Wealth's Miami office opened in 2017, but our fee-only financial planners have served the Miami area for more than 15 years. We earn their trust by creating holistic wealth management plans that address all aspects of their financial lives and support their retirement, estate, and personal legacy goals. The relationships our investment company in Miami builds are deep, and we provide highly personalized financial services. As fiduciaries and fee-only advisors, we always act in the best interest of our clients and offer objective advice based on their needs, not on commissions. Call our fiduciary financial planners in Miami to help you reach your financial goals through our portfolio of wealth management products!
Services:
comprehensive wealth management,, asset management, retirement planning, financial planning, estate and trust planning, net worth development, investment planning, tax planning, business owner financial planning