Joli Fridman (CFP®, CPA/PFS)

Joli Fridman focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Socially Responsible Investments

Tax Planning

Women's Financial Planning Issues

Planning Specialties

We specialize in tax-efficient, evidence-based asset management and comprehensive goal-specific financial planning, including executive compensation, philanthropy and retirement strategies. We work with high net worth clients including corporate executives, business owners, professional women and individuals nearing or in retirement.

Additional Information

People who work with us enjoy confidence and comfort in building a fulfilling financial life. We collaborate with our clients to find innovative solutions to life's financial questions. And together we create a plan to achieve their most important goals. We are fiduciaries. We put our clients' interests first. Buckingham Strategic Wealth offers evidence-based investment strategies, goal specific financial planning and personalized counseling for all of life's financial decisions.