Siena Wealth Advisors

Investment Bank/Securities Brokerage - Grand Ledge, MI, US

Siena Wealth Advisors Employees
Joe Irish

Senior Wealth Manager

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Lisa Zunk

Internal Accountant/Tax Preparer

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Siena Wealth Advisors Details

Buckingham Strategic Wealth is a fee-only fiduciary wealth management firm. Our Wealth Advisors develop individually designed long-term strategies to ensure a secure and successful retirement.All of our services are fee-only. We do not earn commissions or bury our fees in complex transactions. Instead, we provide an open and reliable approach to managing your future success. Each client has their own unique situation. That is why we prepare an Investment Policy Statement (your plan) for each client. We focus on long-term solutions, not selling products. Our disciplined approach is based on the latest peer reviewed evidence found in academic and professional journals in the fields of finance, investment management and tax management…it's not based on the latest noise from the 24-hour news cycle of the financial press. Further, our approach is done in a completely independent/fee-only environment. We work for our clients, not an investment company.

Siena Wealth Advisors logo, Siena Wealth Advisors contact details
Employees: 20 - 49
HQ: 517-627-1412
Location: Grand Ledge, MI, US
Revenue: 10 - 20 Million
Wealth Planning Evidence Based Portfolios Tax Efficient Retirement Plan Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
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