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Buckingham Strategic Wealth

Financial and Investment Services in Cincinnati, OH

Financial and Investment Services

Contact us

Make a call
866-469-7014

Company Website

Store Hours

Monday:

08:30 AM - 05:00 PM

Tuesday:

08:30 AM - 05:00 PM

Wednesday:

08:30 AM - 05:00 PM

Thursday:

08:30 AM - 05:00 PM

Friday:

08:30 AM - 05:00 PM

Saturday:

Closed

Sunday:

Closed

What we offer

comprehensive wealth management,
asset management
retirement planning
financial planning
estate and trust planning
net worth development
investment planning
tax planning
business owner financial planning

Location

8044 Montgomery Road, Suite 163
Cincinnati , OH 45236 UNITED STATES

About Buckingham Strategic Wealth

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.