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.
Sr. Investment Strategist
Chief Investment Officer
Head of Investment Reasearch
Director, Investment Strategy
Head of Financial and Economic Research
Director, Fixed Income
Chief Planning Officer
Advanced Planning 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.