Buckingham Grand Ledge

Financial ServicesMichigan, United States11-50 Employees

Buckingham Grand Ledge operates as a fee-only fiduciary wealth management firm within the financial services industry. Its advisors tailor long-term strategies for clients to help secure a stable retirement, with all services offered on a fee-only basis and no commissions. The firm emphasizes independence, presenting each client with a customized Investment Policy Statement and prioritizing evidence-based, long-horizon solutions over product sales. Based in Grand Ledge, Michigan, the company positions itself as operating for clients in a completely independent environment, focused on managing clients’ futures rather than representing an investment company.

Recently, Buckingham Wealth Partners expanded its reach through the acquisition of Siena Investments, a move reported to involve significant assets and multiple Michigan offices, reflecting a broader consolidation in independent wealth management within the region.

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