Tad Gray (CFP, CIMA®, MBA)

Tad Gray focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Financial Psychology/Coaching
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Our clients value our focus on tax-aware, evidence-based asset management and comprehensive financial planning including executive compensation, legacy, philanthropy and retirement strategies. We work with high net worth clients including business owners, corporate executives, creative people, professional women, and those nearing or in retirement. We also support charitable entities with investment management needs.  

Additional Information

People who work with us enjoy confidence in their vision for the future. Together, we create a plan that take care of what’s most important to them. We are fiduciaries. We put our clients' interests first.

Buckingham Strategic Wealth is committed to delivering on the promise of true wealth management. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

NAPFA Start Date

June 04, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

500 Lake Cook Rd Ste 350 Deerfield, IL 60015-5268 Phone: (847) 282-9910