Buckingham Family Merges With Wealth Management Consultants
The Buckingham Family of Financial Services, a partner firm of Focus Financial Partners, has merged with Sonoma County-based Wealth Management Consultants LLC (WMC), the firm announced Monday.
As a registered investment advisor (RIA), you are in the business of serving your clients' financial needs--and it's no exaggeration to say that the quality...
Show Me, Show Them
The easy thing to say about Stuart Zimmerman is that he's an advocate for CPAs doing financial planning. It's easy because he's prone to say...