Adams Roose's Contact Details

Adams Roose's Company Details

ARK Financial Services, LLC

Bethesda, Maryland, United States • 14 Employees
Financial Services

On February 1, 2018, ARK Financial Services merged into Buckingham Strategic Wealth and now runs Buckingham's Bethesda 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. ARK Financial Services, LLC was established in 2001 to provide comprehensive tax, investment advisory and wealth management services to high net worth executives, entrepreneurs and families. The firm was formed as a successor to Andrew Kline's CPA practice to fulfill client requests to provide more comprehensive financial planning and investment advisory services.