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About Buckingham Strategic Partners
Buckingham Strategic Partners offers a comprehensive wealth management platform and delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their financial goals.
24+
Years serving advisors
Want to learn more?
Buckingham Strategic Partners is deeply committed to providing resources, technology and support to help you care for your clients in a more meaningful way. Click to connect with our team.
Leverage our
experience
Although we do not have a crystal ball to forecast market performance, we do have academic research and historical evidence to provide helpful insights for our advisor community.
36B*
AUM/AUA
1000+
Advisors currently served
390+*
Advisors with us over 15yrs
ST. LOUIS
8182 Maryland Ave.
Ste. 500
St. Louis, MO 63105
SAN JOSE
10 Almaden Blvd
Floor 15
San Jose, CA 95113
800.366.7266
Connect with one of our team members:
Jeremy Miller
Associate Regional Director
Allison Barbieri
Associate Regional Director
Carter Schmid
Associate Regional Director
RAY OLSEN
Family Financial Planner | Retirement and College Planner | Wealth Management
Headquartered in Midlothian, Virginia, Ray Olson has been been providing wealth management services to families and businesses since 1985. As a financial advisor who is passionate about his job, he takes pride in working closely with you to develop thoughtful strategies that are designed to help you achieve your goals and prepare for all of life’s critical financial events. He believes in building life-long relationships through a unique holistic and collaborative approach that allows him to deeply understand your situation, values, needs and hopes - everything that is important to you and your family.
For over 30 years, Miye and her team have been helping working professionals obtain a sense of clarity and peace about their financial futures. She is driven by her desire to help people turn their complicated, disorganized, and often overwhelming financial pictures into goal-based, comprehensive wealth management strategies that they can feel good about. Miye’s commitment to simplifying clients’ financial lives has served as the foundation for her successful, financial services practice, MiyeWire, LLC.
MIYE WIRE, CFP®
Managing Partner | Investment Advisor Representative
Join Buckingham Strategic Wealth’s Chief Research Officer, Larry Swedroe, as he breaks down the value of patience and the all-too-human problems of recency bias and relativism which leads many investors to abandon even the most well-thought-out plans.`
Since joining the firm in 1996, Chief Research Officer Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.
Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).
He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful & Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.
In his role as chief research officer and as a member of the firm’s Investment Policy Committee, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. He has had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly and Journal of Indexing.
Larry Swedroe
Chief Research Officer | Buckingham Wealth Partners
Join us September 28 at 12:00 p.m. ET/9:00 a.m. PT for the webinar:
What to do When an Investment Strategy Performs Poorly
Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives and The Evidence-Based Investor.
Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.
Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.