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.

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