A complete list of active advisors currently associated with W. C. Buckingham, CPA

Warmer can help you find a great advisor at W. C. Buckingham, CPA or one who fits your needs even better.

The firm provides personalized financial planning and investment management to entities such as pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, and also delivers accounting and tax‑preparation services as part of its practice. It operates on a fee‑only basis and does not accept commission‑based product sales. Its investment approach emphasizes strategic asset allocation with a core‑and‑satellite framework—using passive index and ETF core holdings supplemented by active funds, individual securities, and fixed‑income as appropriate—and portfolios are globally diversified. The firm offers ongoing advisory relationships as well as limited‑scope hourly and retainer engagements, and typically requires client approval for trades rather than exercising discretionary trading authority. Notable distinctions for a firm in this category are its status as an accountancy firm offering pension consulting and tax preparation alongside advisory services, and its willingness to bill on an hourly or fixed‑fee basis in addition to asset‑based arrangements. It also discloses specific valuation practices and conflicts when recommending illiquid investments (private equity or debt), reflecting an accounting‑oriented approach to reporting and fee computation.

To learn more about the advisors currently working at W. C. Buckingham, CPA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.