Sue Stevens (CAP, CFA®, CFP®, CPA/PFS, MBA, MS)

Sue Stevens focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

We specialize in tax-aware, evidence-based asset management and complex financial planning including executive compensation, philanthropy and retirement strategies. We work with high net worth clients including medical professionals, corporate executives, authors and musicians, professional women, individuals nearing or in retirement and organizations/foundations needing investment management.

Additional Information

Our focus is vision, confidence, peace of mind. Our clients want to protect their assets and grow them for the future. They want the freedom to enjoy life and not worry about security. We are fiduciaries. We put our clients' interests first. Buckingham Strategic Wealth offers one-on-one counseling to a select group of motivated, forward-thinking individuals. We offer intelligent, evidence-based investment strategies, retirement planning to create a comfortable, secure future and a trusted sounding board for all your lifetime financial decisions.

NAPFA Start Date

October 08, 2002

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This Office

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