“We had matured enough as a company to realize that we will benefit from the resources we could access through a firm like Focus, but we didn’t want to give up our independence. Focus offered us the best of all worlds—financial support, business support, and the ability to do what we’ve always done, the way we’ve always done it.”
– Mont Levy, COO, Buckingham Family of Financial Services, St. Louis, MO • Focus Partner since February ’07

Based in St. Louis, MO, Buckingham is led by a team of 13 principals. Its Buckingham Asset Management division offers investment advisory services for individuals, businesses, trusts, not-for-profits, and retirement plans. A turnkey asset management provider, BAM Advisor Services helps like-minded RIAs, (often associated with CPA practices) start, build, and manage their advisory practices. Buckingham’s investment approach centers on Dimensional Fund Advisors funds and Buckingham’s proprietary fixed-income capabilities.