ST. LOUIS, May 3, 2021 /PRNewswire/ — Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) today announced that Carolina Capital Consulting, Inc. (“Carolina Capital”), a registered investment advisor based in Charlotte, North Carolina, will join Buckingham.
Founded in 1994 by Brian Fenn, Carolina Capital is a fee-only fiduciary firm and offers wealth management services to executives and other professionals, business owners, and retirees and their families in the Charlotte metropolitan region. Carolina Capital also has significant expertise in delivering wealth management and tax planning services to individuals in the healthcare field, having served Atrium Health physicians and senior-level executives for nearly three decades.
The firm will become part of Buckingham upon completion of the transaction, which is expected to close in the third quarter of 2021, subject to customary closing conditions.
“Carolina Capital is a well-respected provider of wealth management and tax-efficient planning services in the Charlotte area. We are thrilled to have them join our team, building on our collective strengths and shared philosophy of evidence-based financial planning and portfolio management,” said Justin Ferri, Buckingham’s Chief Operating Officer. “We foresee that the addition of Carolina Capital will provide us with significant opportunities to serve more clients with fiduciary advice as we continue to strengthen our presence in the Southeast region.”
“Our mission has always been to improve the quality of our clients’ lives by giving them peace of mind through the work we do for them. We help them to make prudent financial decisions, reinforced by our uncompromising integrity and the highly personalized service we offer,” said Brian Fenn, CFP®, CLU, ChFC, Carolina Capital’s President. “Partnering with Buckingham will expand the holistic wealth management services we can offer. It will also give us access to excellent thought leadership resources and a full range of support functions. These capabilities will further enhance our ability to serve clients nationwide as stewards of their trust.”
“At Carolina Capital we share a guiding principle with Buckingham – the passion to serve,” Fenn continued. “Like Buckingham, we strive to provide peace of mind and create a long-term partnership with clients who share our philosophy of building and preserving wealth through sound financial planning, integrated tax services, and evidence-based portfolio management strategies. Knowing Buckingham values those same principles and values gave us confidence we had found the right long-term partner for our clients and our team.”
Buckingham CEO Adam Birenbaum echoed that sentiment. “We are excited to have Carolina Capital join the Buckingham family. Brian and team bring impressive experience to Buckingham, helping to strengthen our services offered to mutually benefit all of our clients.”
For more information on how Buckingham partners with top advisors, please visit www.buckinghamstrategicwealth.com/partner-with-buckingham-home
About Buckingham Strategic Wealth
Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) helps individuals, families, businesses, trusts, nonprofits, retirement plans and medical practice owners achieve their most important life and financial goals by creating customized, comprehensive, evidence-based financial plans. Buckingham’s investment philosophy is rooted in an academic approach tailored to address each client’s willingness and ability to accept market risk. As a registered investment adviser, Buckingham has a fiduciary obligation to its clients. Buckingham’s investment approach centers on modern portfolio theory implemented through passively managed mutual funds and the firm’s fixed income portfolio design and execution capabilities. Headquartered in St. Louis, Buckingham has 43 offices in 22 states. For more information, visit www.BuckinghamStrategicWealth.com.
Buckingham Strategic Wealth and the community of independent advisors that make up Buckingham Strategic Partners, LLC collectively managed or administered more than $57 billion as of December 31, 2020.
Cautionary Note Concerning Forward-Looking Statements
This release contains certain forward-looking statements that reflect Buckingham’s current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Buckingham’s operations and business environment, including, without limitation, uncertainty surrounding the current COVID-19 pandemic, which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Buckingham on the date of this release. Buckingham does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Buckingham may be found in the filings with the Securities and Exchange Commission made by Focus Financial Partners (of which Buckingham is a partner firm).
SOURCE Buckingham Strategic Wealth