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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May 14, 2024
How AI Could Change the Economy
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan highlights the opportunities and challenges of the technology, as well as the investment implications
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May 08, 2024
Evidence-Driven Planning™
Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.
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May 06, 2024
5 Budgeting Myths that Prevent People from Saving
Director of Family Budget Services Rob Bertman shares tips on creating an effective budget and how to stick to it.
Watch the video