Rochester Hills
Proudly Serving Rochester Hills
Rochester Hills
1055 E South Blvd
Suite 230
Rochester Hills, MI 48307
Buckingham Strategic Wealth’s Rochester Hills team works hard every day to bring you peace of mind. We understand that financial planning is about more than finances — it’s about helping clients preserve and grow their assets in a way that meets their personal goals. Our role is to help you stay calm, strategic and focused on the challenges of whatever happens in financial markets. We act as an accountability partner and coach keenly focused on your goals.
Our team has provided advisory services since 2000, previously as LifePlan Financial Advisory Group, before joining Buckingham Strategic Wealth in 2023. As fiduciary advisors, we help you create goals, saving and spending strategies, estate planning, tax efficiency, charitable giving, college planning and more. By tapping into Buckingham’s vast resources, we constantly monitor all components of your financial plan to help you achieve financial success.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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March 25, 2024
Protecting Your Portfolio in a Presidential Election Year
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
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March 19, 2024
Why Investors Should Stick With Global Stocks
Chief Investment Officer Kevin Grogan reviews the performance of U.S. stocks and international stocks and how it should influence portfolio decisions.
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March 13, 2024
Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges
There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.
Watch the video