What departments does Buckingham Advisors have?

Buckingham Advisors has employees across 5 departments including Finance, Accounting, Information Technology, Banking, Education.

What is the largest department at Buckingham Advisors?

The largest department at Buckingham Advisors is Finance with 3 employees.

Where are Buckingham Advisors employees located globally?

Buckingham Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Buckingham Advisors's team size changed over time?

Buckingham Advisors's team has decreased from approximately 13 to 11 employees based on available data.

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.

Buckingham Advisors Global Highlights

North America
30

United States Of America
30

Buckingham Advisors's Leadership

J. G.
Chief Financial Officer
Mobile Phone
Email
B. N.
President Managing Director
Mobile Phone
Email
J. B.
President
Mobile Phone
Email
H. W.
Director
Mobile Phone
Email
J. T.
Controller
Mobile Phone
Email
R. J.
Managing Director Of Investments
Mobile Phone
Email
C. B.
Senior Wealth Manager
Mobile Phone
Email
H. B.
Information Technology Manager
Mobile Phone
Email

Buckingham Advisors Employee Metrics

100%

50%

0%

2026

2025

Finance
Accounting
Banking
Business
Information Technology
Other

Contact profiles from Buckingham Advisors

Name

Title

Contact

Location

Last Update

B. G.
Financial Planner
Mobile Phone
Email
Oct 23, 2024
C. M.
Retirement Plan Advisor
Mobile Phone
Email
Oct 16, 2024
E. L.
Self Employed
Mobile Phone
Email
Oct 21, 2024
M. E.
Teacher
Mobile Phone
Email
Oct 17, 2024
C. D.
Financial Planning Assistant
Mobile Phone
Email
Aug 30, 2026

Frequently Asked Questions

What is Buckingham Advisors known for?

Buckingham Advisors was founded in 1987 and operates in the Financial Services industry. You can contact Buckingham Advisors's main corporate office by phone at

+1-937-435-****

. Explore Buckingham Advisors's company overview page for more information.

What is Buckingham Advisors's most common email format?

Buckingham Advisors employees' email format typically follows the pattern of FLast@buckinghamfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Buckingham Advisors email formats with LeadIQ.

How many employees does Buckingham Advisors have currently?

Buckingham Advisors has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Buckingham Advisors's key employees and leadership?

As of July 2026, Buckingham Advisors's key employees include:

Chief Financial Officer: J. G.
President Managing Director: B. N.
President: J. B.
Director: H. W.
Controller: J. T.

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Buckingham Advisors Employee Directory

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