General Info

The Omaha team shares Buckingham's passion for uncovering and understanding the financial wants, needs and wishes of each client. These priorities inspire our dedicated advisors to create customized, comprehensive wealth strategies designed to manage clients' portfolios while accounting for their estate, insurance, tax and college planning needs. As fiduciaries, our advisors are committed to doing what is in the best interest of clients. The Omaha team uses their experience and knowledge, plus Buckingham's vast resources, investment research and educational tools, to deliver objective, long-term guidance that motivates and reassures clients.