Independent Member of Buckingham Strategic Partners Joins Michael Kitces’ #FA Success Podcast

Planning for Growth Webcast Replay

Are you looking for a TAMP that fits your firm’s growing needs? With so many choices in the marketplace, it may be difficult to find a partner that understands your needs. Independent member of the Buckingham Strategic Partner community, Neel Shah of Beacon Wealth Solutions, was in your shoes. He dreamt of growing a firm dedicated to providing high-level integrated solutions to complex clients while still retaining the feel of a family office. To elevate his business, he knew he needed something more than a TAMP. On this episode of Michael Kitces’ podcast, Neel shares how Buckingham’s size, resources and culture was the perfect solution for his needs. Listen now! 

The post Independent Member of Buckingham Strategic Partners Joins Michael Kitces’ #FA Success Podcast appeared first on Buckingham Strategic Partners.

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