People Moves

Buckingham Asset Management Expands In The Midwest

Eliane Chavagnon Editor - Family Wealth Report April 26, 2016

Buckingham Asset Management Expands In The Midwest

Buckingham Asset Management has made a strategic transaction in Illinois.

Buckingham Asset Management, which is based in St Louis, MO, has merged with Solutions for Wealth Management, an RIA based in Bourbonnais, IL.

Mark Smith, founder of SWM, will join Buckingham as a wealth advisor, and continue to serve his existing clients.

Buckingham, a Focus Financial Partners firm, is home to The BAM ALLIANCE, a national community of financial advisors. One of the earliest BAM ALLIANCE members, SWM joined the community in 1997.

 

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