As Kitces sees it, Buckingham “wants to grow its base of advisors and [TAMP] clients, and we drive both.”. Michael Kitces Joins Buckingham Wealth Partners. “We’ve always wanted to be the destination for this industry’s top talent. Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors.. Most content he posts online is free. In Financial Advisor by tag: Michael All Rights Reserved. The cobalt-blue shirt/uniform remains in place, as does his 24/7 Kitces.com content and Twitter presence. Follow him on Twitter at @MichaelKitces. ST. LOUIS, March 12, 2020 /PRNewswire/ -- Buckingham Strategic Wealth, LLC, and Buckingham Strategic Partners, LLC (collectively Buckingham Wealth Partners or "Buckingham"), today announced the joining of Michael Kitces as Head of Planning Strategy and Jeffrey Levine as Director of Advanced Planning. destination for this industry’s top talent. “But if advisors do not want to go [to them], then the event organizers will have to make their own decisions.”. Copyright © 2020 ALM Media Properties, LLC. And Jeff Levine, CPA, formerly of BluePrint Wealth Alliance is making the move, too; in fact, he just updated his Twitter nickname from “That Secure Act Guy” to “The Buckinghammer.”. But stay calm. — Michael gold and Bitcoin. "Like Jeffrey, I've admired Buckingham from afar for a long time," said Michael Kitces. “Being with a larger firm gives us a bigger reach and the ability to touch more lives.”, The deal also means “we are aligned culturally and philosophically around the nerdiest issues that Michael and I live and breathe daily,” Levine said. Proponents argue it’s muscling in on gold as a portfolio diversifier. Buckingham Wealth Partners Head of Planning Research Michael Kitces, and Director of Advanced Planning Jeffrey Levine were both named two of the 25 top industry leaders on the IA25 as decided by readers of Investment Advisor. In his new role, Kitces will help design and continue to enhance our evidence-based planning approach and will provide counsel on priority corporate initiatives. 5 Worst States for COVID-19 Hospitalization Rates, Why Raymond James' Purchase of $35B Retirement Plan Firm Is a 'Strategic Fit', Bitwise Launches First Cryptocurrency Index Fund, Harry Dent: Market Crash Coming in 2-3 Years; Economy ‘Already Dead’. independent RIA firm serving more than 140 advisors in 40-plus offices, as well as a turnkey wealth management services platform (including the former Loring Ward business) that serves more than 500 financial professionals; as of Dec. 31, the firm’s affiliated advisors and other clients worked with some $50 billion in assets. https://theretirementincomesummit.com/speakers/2020,speakers/ The planner attends about 50 advisor conferences a year. Michael Kitces is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. “Michael was and is a friend of the firm after being with us for 17 years. The popular Nerd’s Eye View blogger and financial planner will not be altering his “branding.”, The cobalt-blue shirt/uniform remains in place, as does his 24/7 Kitces.com content and Twitter presence. Michael Kitces has joined Buckingham Wealth Partners as Head of Planning Strategy. By going from a $100 million minimum down to $5 million, the asset manager aims to “broaden” retirement plan access to these funds. Larry Swedroe, a long-time advocate for and leader in the “evidence-based investing” movement, serves as chief research officer of Buckingham’s RIA. Buckingham —  a member of Focus Financial Partners since 2007 —  says Kitces is now head of planning strategy for the firm and Levine is director of advanced planning. Robert Bloink Buckingham Strategic Wealth, LLC, and Buckingham Strategic Partners, LLC (collectively Buckingham Wealth Partners or "Buckingham"), today announced the joining of Michael Kitces as Head of Planning Strategy and Jeffrey Levine as Director of Advanced Planning. “For me, if the Centers for Disease Control says it’s safe to travel to those events I’m contracted to attend,” he added, then he will likely go. The St. Louis-based group consists of an independent RIA firm serving more than 140 advisors in 40-plus offices, as well as a turnkey wealth management services platform (including the former Loring Ward business) that serves more than 500 financial professionals; as of Dec. 31, the firm’s affiliated advisors and other clients worked with some $50 billion in assets. 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