Why Buckman?

No matter what stage of life you are in, managing your investments should not be taken lightly.  If you have prepared a large nest egg or feel behind the eight ball, choosing the right investment mix is of utmost importance. Let one of our advisors assess your risk and build you a portfolio to help you reach your goals.

From there, we will monitor your portfolio and communicate suggested changes and performance results. We do not have any proprietary funds or investment vehicles so all investment choices are free of conflict with one goal in mind, achieving your goal(s).

We Offer

Financial Planning—including retirement, education, estate planning and more

Portfolio construction

Risk evaluation

Performance reports

Cash management services —Visa Platinum with rewards

Loan services

24-hour access to your accounts via web and mobile app

Our Approach

We customize an investment plan based upon your goals

We customize an investment plan based upon your goals

Risk tolerance, investment time frame, asset level and income needs. We recommend a mix of assets for you specifically. You will receive the proposed portfolio in writing so you can review past returns, expense ratios, holdings and average investment ratings.
Your portfolio will be based on the principal of asset allocation.

Your portfolio will be based on the principal of asset allocation.

This refers to the way your money is divided among stocks, ETF’s, bonds, alternative investments and bank deposit instruments.
This refers to the way your money is divided among stocks, ETF’s, bonds, alternative investments and bank deposit instruments.

This refers to the way your money is divided among stocks, ETF’s, bonds, alternative investments and bank deposit instruments.

In addition, we will meet with you by phone or in person and review your strategy on a regular basis to ensure that your portfolio remains on track towards your goals.
Request a complimentary consultation with Buckman Advisory Group.