Buckingham Strategic Wealth

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

• Becoming Buckingham: A Q&A with Bill Morgan
• Taxes Are Everywhere, But So Are Planning Opportunities
• Chara Sockel Renninger Talks Financial Planning and The Power of The Purse

• Debbie Ackelson
  Client Relationship Specialist
• Brad Brisan, CFP®
  Associate Wealth Advisor
  1210 Broadcasting Road, Suite 101

  Wyomissing, PA 19610
  Phone: (610) 376-8271
  Fax: (866) 445-9070
  Send an Email
• William A Morgan, CPA/PFS
  Wealth Advisor, Advisory Team Leader
  1210 Broadcasting Road, Suite 101

  Wyomissing, PA 19610
  Phone: (610) 374-4566
  Fax: (610) 374-4546
  Send an Email
• Chiara Sockel Renninger, CFP®
  Wealth Advisor
  1210 Broadcasting Road, Suite 101

  Wyomissing, PA 19610
  Phone: (610) 376-8271
  Fax: (866) 445-9070
  Send an Email
• Matt Spezialetti
  Associate Wealth Advisor
  1210 Broadcasting Road, Suite 101

  Wyomissing, PA 19610
  Phone: (610) 376-8271
  Fax: (866) 445-9070
  Send an Email
• Scott Worley, CFP®
  Wealth Advisor
  1210 Broadcasting Road, Suite 101

  Wyomissing, PA 19610
  Phone: (610) 376-8271
  Fax: (866) 445-9070
  Send an Email

From the Spring Ridge Drive Exit, merge on to Papermill Road. Turn right onto Century Boulevard. Proceed to the top of the hill. Our office is on the first floor of the Herbein + Co building.