Disclosure Brochures

FORM CRS

 

Form CRS (Client Relationship Summary) is a uniform disclosure document prescribed by the SEC; it is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. The Form CRS is intended to inform retail investors about:

  • The types of client and customer relationships and services the firm offers;
  • The fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services;
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history; and
  • How to obtain additional information about the firm
  • Encourage a dialogue to ask questions (Conversation Starters).
  •  

Please click this link to access Buckingham Strategic Partners’ Form CRS. For convenience, we also have made available the Form CRS for our affiliated advisor Buckingham Strategic Wealth.

If you have any questions about the Form CRS or would like physical copy of the document, please contact compliance@buckinghamgroup.com.

FORM ADV PART 2A

 

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. Form ADV Part 2A requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers.

Please click this link to access Buckingham Strategic Partners’ Form ADV Part 2A.

If you have any questions about the Form ADV or would like physical copy of the document, please contact compliance@buckinghamgroup.com.

PRIVACY POLICY

 

Any personal information submitted by you on this Site is maintained in accordance with our Privacy Policy. Please carefully review our Privacy Policy.

Please note if you provide us with a phone number it will not be utilized for any type of marketing outreach via SMS communications. Prior verbal consent is required to receive SMS communications. You can text STOP to opt out of SMS communications at any time.

If you have any questions about the Privacy Policy or would like physical copy of the document, please contact compliance@buckinghamgroup.com.

West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Divisional Manager
Home Base: Denver, CO

Let’s Connect

303.815.4104

SCHEDULE A MEETING

Ben Slater Headshot

Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING

Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Divisional Manager
Home Base: Chicago, IL

Let’s Connect

312.219.1136

SCHEDULE A MEETING

Northern Virginia

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager  |  Home Base: Oaks, PA

Let’s Connect  |  267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

Central & Southern Virginia

MIKE OZBURN

Divisional Manager  |  Home Base: Lookout Mountain, TN

Let’s Connect  |  404.822.4709

SCHEDULE A MEETING

North / South Territory

NORTHERN VIRGINIA

JAMES BOYLAN

Divisional Manager
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

CENTRAL & SOUTHERN VIRGINIA

MIKE OZBURN

Divisional Manager
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING