Patrick Walsh at Buckingham Strategic Wealth

Located at 8044 Montgomery Road in Cincinnati, Ohio, Patrick Walsh at Buckingham Strategic Wealth is a finance institution dedicated to helping clients achieve retirement success. With a team that has decades of experience in guiding clients towards their financial goals, they take a people-first approach to wealth planning. By utilizing an evidence-driven philosophy, they ensure that clients understand how to navigate the ups and downs of the market and financial decision-making.

The Cincinnati team has been serving the area since 2003, previously known as Oxford Financial Partners before joining Buckingham Strategic Wealth in 2023. Clients appreciate the long-term partnership approach that the advisors take when working with them, as they act as fiduciary financial advisors who prioritize the client's best interests. By leveraging Buckingham's vast resources, they make investment decisions that align with their clients' goals and provide clarity and confidence every step of the way.

Discover the highly personalized experience that the Cincinnati team provides for each client's unique needs and goals. Interested in becoming a Buckingham client? Download their "Experience Is Everything" brochure to learn more. As the election season approaches, they provide insights on how elections can impact policies and legislation, and what to keep in mind during this time.

For those who receive restricted stock units (RSUs) as part of their compensation, it's important to understand how to maximize their benefit. The team at Patrick Walsh at Buckingham Strategic Wealth can provide guidance on how to make the most of this potential extra income. Your values drive every decision you make in life, so how does that impact your financial plan? Let the team help you align your financial goals with what matters most to you.