About Us
Building life-long relationships is important to us. We’ll work closely with you to prepare for all of life’s critical financial events, and we’ll be there to advise you every step of the way.
Our Team
Heather Rivera, FPQP®, CSRIC®, ABFP®, M.Ed.
Client Service Associate
Our Partners
Since 1995, Buckingham Strategic Partners has provided portfolio management and back-office services to a select group of Independent Financial Advisors and their clients. Buckingham Strategic Partners helps Independent Wealth Management firms like Worthen Financial Advisors, Inc manage more than $38 billion in assets as of June, 2023.
Buckingham Strategic Partners are dedicated to providing solutions that create a more seamless wealth experience for advisors and clients alike. By partnering with Buckingham Strategic Partners, we deliver academically rooted and evidence-based investment solutions, collective wisdom and resources to help build and protect our clients’ wealth.
Investment Strategy
Daniel Campell
Sr. Investment Strategist
Kevin Grogan
Chief Investment Officer
Jared Kizer
Head of Investment Reasearch
Sheldon McFarland
Director, Investment Strategy
Larry Swedroe
Head of Financial and Economic Research
Blerina Hysi
Director, Fixed Income
Advanced Planning
Jeffery Levine
Chief Planning Officer
Bill Moregan
Advanced Planning Advisor
Elliot Dole
Wealth Advisor
Jim Cornfeld
Wealth Advisor
*Buckingham Strategic Partners investment strategy and advanced planning team is not directly employed by WFA. WFA and Buckingham Strategic Partners are not related firms.
**As of June, 30, 2023, BSP had $9.90 billion of discretionary regulatory assets under management and $14.08 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $14.22 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.20 billion.
by Launch Kits
