Strasbaugh Financial Advisory - Similar companies

On April 1, 2018, Strasbaugh Financial Advisory merged into Buckingham Strategic Wealth and now runs Buckingham's Colorado Sp ... rings office. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323. Our advisory service helps you plan and control every aspect of your finances, from developing an effective investment portfolio to making decisions about buying a new home or insurance. We will help you develop your estate plan and find ways to lower your taxes. The wealth management plan we develop for you is designed to help you achieve the peace of mind that comes with knowing you have done all that you can to achieve your goals for you and your family. We’ve built our reputation in this community on trust, integrity and a commitment to providing intensely personal service to every individual with whom we have a relationship. Let us partner with you to achieve the life of your dreams. read more