“I had been working for a large corporation and I decided to leave and become independent,” Mr. Buckingham said. “The ‘aha moment’ was the desire to move forward in a way that would allow me to satisfy my clients. I've always said that you don't work for an individual or a company, you work for the clients. That's true to this day.
As in 1987, this now-large team is headquartered in Dayton, Ohio, but have added office locations in Columbus, Lebanon, and Wilmington. The firm offers comprehensive financial planning, investment management, business services, and tax strategies for clients who are located in Ohio and points beyond.
Buckingham’s team of financial professionals work together with one common goal: to create successful outcomes for their clients. The staff includes a large number of credentialed specialists including, Certified Financial Planner™ professionals (CFP®), Certified Public Accountants (CPA®), Chartered Financial Analysts (CFA®), and investment, insurance and tax professionals.
The fourth quarter 2022 initiative focused on sponsorship and support for Buckingham employees who participated in the Tour de Gem: The Wright Brothers 2022 Cycling Classic.
The third quarter focus was annual sponsorship of Operation Cherrybend’s September Retreat Week and Heroes Concert. This yearly event brings together combat-wounded veterans who would otherwise never have met and forms a network of support and friendships – right here in Ohio.
View schedule of events here: www.MyBuckingham.com/events
HUMBLE BEGINNINGS, HUMBLE STILL
“It’s humbling and inspiring to see how much we’ve grown over the years. It’s all due to the meaningful client relationships and referrals. Our clients aren’t just clients, they’re family,” says Jay.