It Starts with a Single Step
People helping people—that is the power of the advisor / client relationship. And with the help of the Buckingham community, a network of dedicated professionals throughout the country, each advisor, portfolio manager and broader team is committed to serving you with the personalized care you need and deserve. Through the Design | Build | Protect® approach, you can look forward to evolving together throughout your investment journey.
The Buckingham Community
Years Serving Clients
As of June 30, 2023 BSP had $9.90 billion of discretionary regulatory assets under management and $14.08 billion of non-discretionary regulatory assets under management. In addition, BSP provides administrative, back-office and retirement plan services to $14.22 billion of assets managed or advised by the independent firms that hire BSP for its services. In the aggregate, the total number of assets under management or administration was $38.20 billion.