Buckingham Strategic Wealth, LLC announced Friday, May 18 it will acquire Madison Wealth Advisors, LLC with the merger set to complete in the third quarter of 2023.
Madison Wealth Advisors is a registered investment adviser based in Lee’s Summit, MO. The acquisition marks the next step in leaving a more significant presence in the Kansas City area for Buckingham and its St. Louis headquarters.
Notably, Buckingham entered the area when it acquired The Planned Approach based in Kansas City, MO in 2021. Not too long after the firm acquired Lumia Wealth based in Overland Park, KS in 2022.
“As a longtime partner with Madison Wealth, we are excited to take our relationship to the next level,” Adam Birenbaum, CEO of Buckingham Strategic Wealth said. “Their focus on helping clients meet their financial goals by enhancing, protecting, transferring and donating wealth aligns with our deepest values and strongest commitments. We look forward to further supporting Doug, Bill and Judy for many more years as they serve their clients in western Missouri.”
Buckingham has grown to over 50 offices nationwide and its interest in local Kansas City firms continues to grow.