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
- 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