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.
St Louis, Missouri
Bert Schweizer III, CPA/PFS
No. 4594 (2011), No. 4831 (2010), No. 3991 (2009), No. 3392 (2008), No. 2330 (2007)