Cincinnati
Proudly Serving Cincinnati
Cincinnati
8044 Montgomery Rd
Suite 163
Cincinnati, OH 45236
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. As fiduciary financial advisors, they tap into Buckingham’s vast resources to make investment decisions with the client’s best interests in mind. They thrive while being held to the highest possible standard of care — and providing clarity and confidence to clients along the way.
Hear what makes us different.
Discover what inspires the Cincinnati team to provide a highly personalized experience for each client's unique needs and goals.
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Your Cincinnati Team
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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April 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
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March 25, 2024
Protecting Your Portfolio in a Presidential Election Year
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
Read the article