Buckingham Advisors Employee Directory
Financial ServicesOhio, United States2-10 Employees
Buckingham Advisors is a financial services practice based in Dayton, Ohio, offering integrated planning through a multidisciplinary team. Its professionals hold designations such as CFA, CFP, and CPA, complemented by MBAs and insurance and tax specialists, enabling a coordinated approach to both personal and business finances. The firm emphasizes a single point of contact for clients, directing inquiries to the appropriate experts to address complex needs like inheritance investing or considering a business sale. The firm positions itself within the financial services industry as a team-driven advisory practice capable of managing multifaceted financial scenarios for individuals and business owners. It serves clients facing interwoven personal and professional financial decisions, delivering plans and strategies aimed at helping clients pursue their long-term goals. In November 2024, Waverly Advisors announced its acquisition of Buckingham Financial Group, a transaction that incorporated Buckingham Advisors into Waverly’s operations.
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