Our Alliances

Dimensional Fund Advisors (DFA) - www.dfaus.com

DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.


 

Buckingham Strategic Partners - www.buckinghamstrategicpartners.com

Buckingham Strategic Partners proudly serves and supports independent wealth management firms and financial advisors in their work of helping clients and their families meet their most important life and financial goals. It’s our highest calling. That’s why Buckingham Strategic Partners delivers academically rooted and evidence-based investment solutions, because we believe this approach gives you the best odds of achieving financial peace of mind. We provide holistic financial planning tools, because we believe true wealth management should be comprehensive. We’ve developed a long bench of thought leaders and specialists, because we believe in breadth plus depth. By partnering with Buckingham Strategic Partners, members of this nationwide community bring its collective wisdom and resources to bear on designing, building and protecting each client’s financial plan.


 

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