“Who we are today is a direct result of our clients’ changing needs over the years.  As client’s needs continue to change, we too will continue to change.”

    Jay A. Buckingham, CFP®

    We are a unique fiduciary team of strategists, investors, accountants, and advisors.

    We work together – with individuals, families, and business owners – to create personalized wealth management strategies that connect and align all the important aspects of your unique journey.

    We are your team, working to secure the future you desire.

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    Our Core Values

    Client Focus
    We are committed to providing the best possible service to our clients. We want them to enjoy working with us and recommend us to their friends and family.
    Excellence
    By continuously finding smarter ways to operate, execute, and deliver, we demonstrate our integrity, high standards, and desire to be the best.
    Passion
    We are driven by a dedication to improve the lives of our clients.

    Our Core Purpose

    To improve the lives of our clients by providing clarity, simplicity, and financial success.

    Our History

    1987
    BFG Founded

    Jay A. Buckingham, CFP® founds Buckingham Financial Group, Inc.

    1996
    Tax Services

    Jeff Groezinger, CPA, PFS, Principal of Weston Tax Services, becomes affiliated with Buckingham Financial Group, Inc.

    1999
    Buckingham Capital Management, Inc. was founded
    1999
    Sunrise Technology Systems, Inc.

    Sunrise Technology Systems, Inc. was launched as our internal Information Technology (IT) division of Buckingham Financial Group, Inc.

    2003
    Investment Management

    Linda S. Parenti, CFA, Investment Strategist, becomes affiliated with Buckingham Capital Management, Inc.

    2011
    Dayton Tax & Accounting

    Dayton Tax & Accounting merges with Weston CPAs to become part of the Buckingham team.

    2012
    No More Broker Dealer

    To continue putting our clients’ interests first, we ended our relationship with the broker dealer world.

    2017
    Buckingham Financial Group, Inc. celebrates its 30th Anniversary

    We are Credentialed Professionals

    This designation is offered by the CFA Institute (formerly the Association for Investment Management and Research [AIMR]). To obtain the CFA charter, candidates must successfully complete three difficult exams and have at least 4 years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.

    The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.

    In order to become a CPA in the United States, the candidate must sit for and pass the Uniform Certified Public Accountant Examination, which is set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy.

    Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy.  Typically the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional 1 year study.  All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting.

    CPAs are required to take continuing education courses in order to renew their license. Requirements vary by state.  The vast majority of states require 120 hours of CPE every 3 years with a minimum of 20 hours per calendar year.  The requirement can be fulfilled through attending live seminars, webcast seminars, or through self-study (textbooks, videos, online courses, all of which require a test to receive credit).  As part of the CPE requirement, most states require their CPAs to take an ethics course during every renewal period.  Ethics requirements vary by state, and the courses range from 2–8 hours.

    The program is administered by the College of Financial Planning. Those with the CRPC® designation have completed a course of study encompassing pre- and post- retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.  Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.  All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.  Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

    An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

    The IACCP® designation is offered by National Regulatory Services and co-sponsored by the Investment Adviser Association (IAA). To obtain the designation candidates must complete a program of study, pass a certifying examination and meet its work experience, ethics and continuing education requirements.  12 hours of Continuing Education are required an on annual basis.

    The PFS credential demonstrates that an individual has met the minimum education, experience and testing required of a CPA in addition to a minimum level of expertise in personal financial planning.  To attain the PFS credential, a candidate must hold an unrevoked CPA license, fulfill 3,000 hours of personal financial planning business experience, complete 80 hours of personal financial planning CPE credits, pass a comprehensive financial planning exam and be an active member of the AICPA.  A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct, and is encouraged to follow AICPA’s Statement on Responsibilities in Financial Planning Practice.  To maintain their PFS credential, the recipient must complete 60 hours of financial planning CPE credits every three years. The PFS credential is administered through the AICPA.

    The AWMA® certification is a wealth management credential awarded by the College for Financial Planning® to individuals who meet its educational, examination and ethical requirements. Recipients of the AWMA® designation have completed the AWMA® Professional Designation Program, which requires ongoing adherence to the Code of Ethics, the completion of 15 modules addressing areas such as asset management, investment performance and the taxation of investment products, and the passage of a comprehensive examination. In order to maintain the designation, certificants are required to complete 16 hours of continuing education every two years and reaffirm their adherence to the Standards of Professional Conduct.