Holistic Advisory Buckingham Advisors combines CFA, CFP, CPAs, MBAs and tax professionals into a single cross-disciplinary team, enabling integrated planning for individuals and business owners. This positions the firm to cross-sell services such as tax optimization, estate planning, retirement strategies, and business-focused wealth management within existing client relationships.

Small Business Growth They actively target small business owners, evidenced by a video series to support this segment. Opportunities exist to partner with payroll, insurance, HR tech, and other SMB service providers, offering co-branded educational content and bundled financial planning for business owners and their teams.

Post-Merger Synergy News that Buckingham Financial Group was acquired by Waverly Advisors for a substantial sum highlights consolidation in wealth management and potential integration needs. This creates demand for services like platform integration, data migration, cybersecurity, and regulatory compliance support for mergers and acquisitions in the client base.

Succession Needs Clients include business owners planning to sell or transfer wealth, with services around selling a business and inheritance investments. Target this segment with exit planning, business valuation, buy-sell agreements, and strategic wealth transfer solutions.

Tech Enablement Digital capabilities and a modern tech stack (React, Cloudflare, Google libraries) support a strong advisor experience. This opens opportunities for fintech partnerships in client portals, CRM upgrades, data analytics, and cybersecurity/compliance offerings to improve client engagement and efficiency.