Company Profile

Buckingham Family of Financial Services

Delivers fee-based investment consultation to high net-worth individuals, businesses, trusts, nonprofits and retirement plans, as well as offering business operation and support services to other wealth management firms throughout the U.S. The driving force behind the company's advice is modern portfolio theory and passive investing.

Company Information
Industry
Financial Services
Location
St Louis, Missouri
Leadership
Bert Schweizer III, CPA/PFS
Year Founded
1994
Company Size
51-200 employees
Inc. Honors
Inc. 5000
No. 4594 (2011), No. 4831 (2010), No. 3991 (2009), No. 3392 (2008), No. 2330 (2007)