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Dawn Kodin: dawn@riabiz.com


John Kodin: john@riabiz.com

(360) 714-8662

Buckingham Strategic Partners

Filed under: TAMP, Asset Manager for RIAs

Buckingham Strategic Partners logo

Company info:

Alex Potts
Top executive: Alex Potts

(800) 366-7266

10 Almaden Blvd., 15th Floor

San Jose, California, United States,

RIA department info:

Steve Atkinson

Contact: Steve Atkinson

(800) 366-7266 x3104



  • 130 FTEs

  • Founded in 1995


What is the service or product you offer to RIAs?

In today’s climate, adding value to end clients’ lives requires offering far more than just investment management. It demands delivering a wide-ranging, holistic client experience enabling clients to plan and solve for life’s most complex financial challenges. We are committed to creating a better wealth experience for Financial Advisors and their clients across the U.S. We strive daily to do this by empowering Advisors with Investment and Advisor Solutions that can help increase the probability of delivering a great experience for their clients. We serve a large network of independent Advisors in the United States and is located in Silicon Valley, California.

How do you differentiate your offering from competitors?

Our Asset Class Investing philosophy is based on more than nine decades of data, analysis, and research, insights from behavioral finance, and close relationships with leading academics. Paired with our Advanced Planning group, we offer a unique combination of services and support that help advisors design, build and protect the financial futures of their client households.
What else would you like to say about your business?
On Nov. 30, 2018, Loring Ward and BAM Advisor Services merged to form Buckingham Strategic Partners that serves more than 300 Registered Investment Advisors (RIAs) along with thousands of Financial Advisors across the United States who, collectively, serve tens of thousands of individual clients.

For more information, please visit buckinghamstrategicpartners.com

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