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Buckingham Strategic Wealth


Financial Planning

About Us

Local Buckingham office specializes in evidence-based asset management, goal-specific financial planning and personalized counseling for all of life's financial decisions. We provide complex financial planning including retirement strategies, executive compensation, and philanthropy. We are fiduciaries. We put our clients' interests first. We collaborate with our clients to find innovative solutions to life's financial questions. And together we create a plan to achieve their most important goals.

Rep/Contact Info

Ms. Joli Fridman
Wealth Advisor