Buckingham Asset Management


 

Joe Goldberg, Principal & Director of Retirement Plan Services

Phone: 314-743-2221

Email: jgoldberg@bamstl.com

 

Shannon Moenkhaus, CFP, Wealth Advisor

Phone: 314-743-2272

Email: smoenkhaus@bamstl.com

Email: jgoldberg@bamstl.com

Website: http://buckinghamadvisor.com/

Since 1994, Buckingham Asset Management, LLC has been providing fee-only investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. In regard to working with businesses, Buckingham's advisor team has concentrated on helping business owners in transition.

We understand that transitioning business owners view their business differently than when it was first established. Our role as a trusted advisor is to assist with estate planning, succession planning wealth protection. We not only help individuals build prudent investment strategies designed for their business today, we work with a family's team of professional advisors such as attorneys and CPAs to create an overall plan. 

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