You may also be interested in attending one of Buckingham Advisors’ upcoming webinars and/or accessing a webinar replay or viewing their blog. Here are the corresponding links:
You may also be interested in these news items from Buckingham Advisors:
Buckingham Advisor’s Neal Davis, CFA has obtained his CFP® certification, adding to the firm’s already impressive credential count. Buckingham Advisor’s expertise now includes 11 CFP® professionals, 8 CPAs, and 4 CFA® charterholders along with a notable list of related designations.
Buckingham Advisors announced that Carly Lindstrom has joined the firm as a Wealth Advisor. With over 13 years’ experience in employee benefits and financial planning, Lindstrom will work with individuals and business clients in the Dayton, Columbus, and Cincinnati markets. She will be joining Buckingham’s Business Services, Financial Planning, and Investment Management teams to bring personalized wealth management and tax solutions to each clients’ unique situation.
Buckingham Advisors is showing their support of the entire Dayton community by participating as a Partner sponsor in honor of The Dayton Foundation’s Centennial Celebration this year.
Buckingham Big Hearts is the in-house charitable giving committee of Buckingham Advisors. It was founded in 2019 by employees who wanted to provide group opportunities for philanthropic involvement with the communities in which they serve. Buckingham Big Hearts leads quarterly events that can involve donations, volunteer work, and other activities to support local businesses, individuals, and families. Quarterly events are open to employees, clients, and friends of Buckingham Advisors.
If you would like to schedule an interview with the professionals at Buckingham Advisors, please contact Corrine Smith at: email@example.com
Story Ideas and Sources for Journalists
Looking for great sources? Story ideas? We've got them!
How About a Monthly Digest?