Lumia Wealth (formerly Cornerstone Wealth Advisors)
www.buckinghamstrategicwealth.comOn April 1, 2022, Lumia Wealth merged into Buckingham Strategic Wealth and now runs Buckingham's Kansas City office. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323. Fee-Only Fiduciaries: We're fiduciaries, which means we adhere to the highest legal standard to act in your best interests. We don’t hide any costs, anytime, anywhere. No commissions. No kickbacks. Evidence-Based Investing: We use an evidence-based investment philosophy, making investment decisions based on decades of peer-reviewed research. We are open architecture, and Dimensional Funds Advisors is our primary but not exclusive source for implementing our recommended investment approach. Holistic: We craft a plan to protect what’s yours and manage risk across your entire financial life. We look at taxes, insurance, trusts, Social Security and charitable giving.
Read moreReach decision makers at Lumia Wealth (formerly Cornerstone Wealth Advisors)
Free credit every month!
On April 1, 2022, Lumia Wealth merged into Buckingham Strategic Wealth and now runs Buckingham's Kansas City office. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323. Fee-Only Fiduciaries: We're fiduciaries, which means we adhere to the highest legal standard to act in your best interests. We don’t hide any costs, anytime, anywhere. No commissions. No kickbacks. Evidence-Based Investing: We use an evidence-based investment philosophy, making investment decisions based on decades of peer-reviewed research. We are open architecture, and Dimensional Funds Advisors is our primary but not exclusive source for implementing our recommended investment approach. Holistic: We craft a plan to protect what’s yours and manage risk across your entire financial life. We look at taxes, insurance, trusts, Social Security and charitable giving.
Read moreCountry
State
Kansas
City (Headquarters)
Overland Park
Industry
Employees
1-10
Social
Employees statistics
View all employeesPotential Decision Makers
Principal Managing Director
Email ****** @****.comPhone (***) ****-****Principal
Email ****** @****.comPhone (***) ****-****
Technologies
(46)