Buckingham Wealth Partners Appoints Preeminent Thought Leaders Michael Kitces to Serve as Head of Planning Strategy and Jeffrey Levine to Serve as Director of Advanced Planning

ST. LOUIS, March 12, 2020 /PRNewswire/ -- Buckingham Strategic Wealth, LLC, and Buckingham Strategic Partners, LLC (collectively Buckingham Wealth Partners or "Buckingham"), today announced the joining of Michael Kitces as Head of Planning Strategy and Jeffrey Levine as Director of Advanced Planning. In his new role, Kitces will help Buckingham Wealth Partners design and further enhance its evidence-based planning approach. He will also provide counsel on priority corporate initiatives. As Director of Advanced Planning, Levine will lead Buckingham Wealth Partners' financial planning strategies, providing education and support for Buckingham advisors. Along with Levine, Patrick Kuster will be joining as a Wealth Advisor, working out of Buckingham's new Long Island, New York office.

Buckingham Wealth Partners is among the nation's largest providers of independent financial planning and turnkey wealth management services, employing nearly 500 professionals nationwide. Buckingham's rapidly growing RIA subsidiary, Buckingham Strategic Wealth, has a 140-person advisory team and over 40 locations nationwide. In addition, its wealth management services subsidiary, Buckingham Strategic Partners, recently merged with Loring Ward, and now serves thousands of independent financial advisors. Each of the Buckingham Wealth Partners' lines of business will benefit directly from the extensive industry experience and foresight Kitces and Levine bring.

Kitces' popular industry blog for financial advisors, Nerd's Eye View at Kitces.com, written in partnership with Levine, along with his weekly Financial Advisor Success podcast, collectively reach 250,000 readers and listeners every month. Kitces' well-received industry perspective and thought leadership continues to grow in recognition and demand and is reflected in the demand for Kitces' keynote presentations at nearly 50 financial advisor conferences every year, and more than 600 over the past ten years. Notably, in 2019 alone, Kitces and Levine collectively provided more than 20,000 hours of CFP CE credits to the advisor community.

"I am delighted to welcome Michael and Jeffrey to our Buckingham family," said Adam Birenbaum, Chairman and Chief Executive Officer of Buckingham Wealth Partners. "Michael and Jeffrey are industry luminaries and will help us expand upon our purpose to help more people fulfill their financial dreams. Our top cultural and philosophical criteria are a shared passion for serving others and a like-mindedness regarding a deeply personalized, evidence-based planning service model. With Michael and Jeffrey, it's an understatement to say that we have perfect alignment."

Birenbaum illuminated further, "Our powerful combination puts on full display our continued investment in, and dedication to creating an exceptional destination for clients and advisors alike."

Jeffrey Levine adds, "I am thrilled to join the Buckingham team. I have admired what they are building and their incredible bench of talent for years. I am very proud to expand its reach to Long Island, NY, and as Director of Advanced Planning, I'm looking forward to building on the institutional knowledge to ensure that Buckingham advisors remain the best-educated and supported in the business. In addition to advisor training and education, I look forward to being a part of the client experience offering that gives Buckingham's clients a sense of peace and confidence in planning for what matters most to them."

"Like Jeffrey, I've admired Buckingham from afar for a long time," said Michael Kitces. "Buckingham's evidence-based investment philosophy coupled with its deep planning roots are perfectly aligned with our extensive research and advanced educational content on the Kitces platform. Above all, it was Buckingham's culture and people that cemented our future together, with an energetic next-generation leadership team that I'm excited to work alongside for decades to come. I look forward to leveraging our educational content and industry perspective within one of the largest and fastest-growing independent advisory firms in the country to reach and impact even more advisors and their clients."

Birenbaum closed by saying, "At Buckingham Wealth Partners, we continuously seek out premier talent to better support our clients and team members. Joining forces with Michael and Jeffrey represents the next evolution of our company – the addition of unrivaled expertise to our already fantastic legacy of always doing what's in the best interest of our clients. When you couple that with our current base of some of the best advisory planning talent in the industry, it simply couldn't be a more exciting time at Buckingham, and the best is yet to come!"

ABOUT MICHAEL KITCES
Michael Kitces is a nationally recognized industry thought leader and a serial entrepreneur, having created several companies that support the financial advisory industry. Michael's industry blog for financial advisors, Nerd's Eye View at Kitces.com, reaches over 250,000 readers monthly, he's been invited to keynote more than 600 financial advisor conferences over the past 10 years, and he is the host of the popular Financial Advisor Success podcast - all dedicated to advancing knowledge in financial planning and making financial advisors better and more successful.

In addition to Kitces.com, Michael is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, along with the Financial Planning Association's NexGen community, and the former Practitioner Editor of the Journal of Financial Planning.

ABOUT JEFFREY LEVINE
Jeffrey Levine is a nationally recognized thought leader within the financial planning community. He is the lead financial planning nerd for Kitces.com, home of the popular Nerd's Eye View blog. Prior to joining Buckingham, Jeffrey served as CEO of BluePrint Wealth Alliance, where he was responsible for spearheading the company's vision and enabling the firm and its advisors to deliver a unique, modern approach to financial, tax and estate planning. He is an active speaker, traveling the country each year to educate thousands of financial advisors, CPAs, attorneys and consumers on retirement, tax, and estate planning strategies.

Jeffrey is the author of "The Financial Advisor's Guide to Savvy IRA Planning," the lead creator of Savvy IRA Planning®, co-creator of Savvy Tax Planning®, and content creator for both, all offered through Horsesmouth, LLC. Jeffrey and his wife, Bobbi-Jo, are the proud parents of three boys, Reid, Grant, and Austin. He and the boys are often referred to as "the quadruplets" because of their uncanny likeness to one another.

ABOUT BUCKINGHAM WEALTH PARTNERS
Buckingham Wealth Partners is among the nation's largest providers of independent financial planning and turnkey wealth management services. Through its subsidiary organizations, Buckingham Strategic Wealth, a leading independent registered advisory firm with over 40 locations nationwide and a 140-person advisory team, and Buckingham Strategic Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors, Buckingham Wealth Partners supports advisors of any growth stage or ambition as well as helps individuals, families, and business alike fulfill their financial dreams.

CAUTIONARY NOTE CONCERNING FORWARD-LOOKING STATEMENTS
This release contains certain forward-looking statements that reflect Focus' current views with respect to certain current and future events. These forward-looking statements are and will be, subject to many risks, uncertainties and factors relating to Focus' operations and business environment which may cause future events to be materially different from these forward-looking statements or anything implied therein. Any forward-looking statements in this release are based upon information available to Focus on the date of this release. Focus does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could affect Focus may be found in Focus' filings with the Securities and Exchange Commission.

MEDIA CONTACT:
Jacqueline Silva
Hume Brophy
[email protected] 
(917) 880-2464

SOURCE Buckingham Wealth Partners

Related Links

https://buckinghamadvisor.com/

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