We’ve changed our name. BAM Advisor Services has become Buckingham Strategic Partners. Find out more
By partnering with a team that can give you more capabilities and guidance than you thought possible. Connecting with BAM means gaining a team of professionals—advisors, investment analysts, operations experts, practice management coaches and national thought leaders. These professionals have extensive experience in every facet of your practice and are committed to helping you stay ahead of the competition. Together, we’ll identify how you can maximize your time and opportunities, so that you spend more time with the people and projects that expand and enhance your business.
Meet our team.That’s why firms come to BAM; we’re a partner, not a vendor. We provide real, tangible benefits to you and your clients. Along every step of the way, we’re there to guide and support you while also providing operational and administrative services. You get a team of professionals with time-tested strategies in marketing, client growth, professional management and many additional areas of the business. And after you’re on the right track, BAM provides access to learning and development opportunities via an active community of independent wealth management firms that help your business and employees achieve more.
See our comprehensive list of services.Finding the right clients starts by increasing and enhancing the time you spend discovering and developing them. BAM helps you utilize client development and marketing strategies to find the clients you’re looking for. We also provide defined client experience maps and high-touch service guidelines to help your existing clients achieve their financial goals and become your biggest advocates. Regardless of the type of clients you serve, BAM’s turnkey campaigns and messaging strategies help you maximize the effectiveness of your efforts. It’s time someone provided advisors with real answers to help them grow their business.
See how we help build your practice.Just say the word. Whether you oversee an already successful practice but want to take it to the next level, or you need help becoming a stronger, more established organization, we can help. Let us show you how BAM Advisor Services can help make independent wealth management firms more profitable and more productive.
See the benefits we help bring to your team.Browse our library of additional resources to learn more about who we are and how we help firms just like yours.
BAM thought leadership has created a library of timeless articles that reflect the core of what we do and our approach to financial services.