In March, Michael Kitces moved from Pinnacle Advisory Group to Buckingham Wealth Partners. The popular Nerd’s Eye View blogger and financial planner, though, has not altered his “branding.”
The cobalt-blue shirt/uniform remains in place, as does his 24/7 Kitces.com content and Twitter presence. And Jeff Levine, CPA, formerly of BluePrint Wealth Alliance made the move, too; he recently updated his Twitter nickname from “That Secure Act Guy” to “The Buckinghammer.”
Both members of the dynamic duo believe the change will let them “up their content game” and grow “the Kitces platform,” said Michael Kitces in an interview, noting that this content team now includes nine people after starting out with just two.
“As the number of writers has expanded, we wanted to create more alignment on the team and bring it under one umbrella and one advisory firm,” he explained. That led to the recent decision to become part of Buckingham from Pinnacle, where Kitces had been for 17 years.
Buckingham says Kitces is now head of planning strategy for the firm and Levine is director of advanced planning.
The St. Louis-based group consists of an independent RIA firm serving more than 140 advisors in 40-plus offices, as well as a turnkey wealth management services platform (including the former Loring Ward business) that serves more than 500 financial professionals; as of Dec. 31, the firm’s affiliated advisors and other clients worked with some $50 billion in assets.
Larry Swedroe, a long-time advocate for and leader in the “evidence-based investing” movement, serves as chief research officer of Buckingham’s RIA.
“We’ve always wanted to be the destination for this industry’s top talent. And in times like these, thought leadership and true counsel with the best planning resources are needed more than ever,” Buckingham Wealth Chairman and CEO Adam Birenbaum said in an interview.
As Kitces sees it, Buckingham “wants to grow its base of advisors and [TAMP] clients, and we drive both.”
But what does this really mean for die-hard Kitces.com fans/”nerds”? “We want more nerds to nerd out with us on financial planning and advisor content,” said Kitces, who has 57,600 followers on Twitter. “Our focus is to create more specialized nerdy content for advisors, which we’ve always wanted to do.”
As Birenbaum puts it: “Kitces.com will be the platform of content, so we can be the industry-leading destination for planning thought leadership; Buckingham will be where that knowledge is put into practice.”
Kitces sees the tie-up as a way to bring more experts and their wisdom to Kitces.com. The website “will continue to be open and as free [of charge] as possible. We’re just gearing up for more resources, research and content,” he explained.