Amanda Merrill at Buckingham Strategic Wealth
112 West Washington Street, Middleburg, VA 20117
Location & Phone number
112 W Washington St #204, Middleburg, VA 20117, United States
About the Business
Amanda Merrill at Buckingham Strategic Wealth is a finance institution located at 112 West Washington Street in Middleburg, Virginia, United States. Our team at Buckingham Middleburg utilizes a customized, comprehensive wealth management process that combines financial planning with an evidence-based, disciplined investment philosophy. We are dedicated to managing and enhancing our clients' entire financial lives by providing sound advice with a high level of ongoing service.
We believe that the best investment decisions are made by thoroughly understanding our clients' overall financial situation, rather than just answering questionnaires. Our team of multi-credentialed advisors takes the time to get to know each client, their current circumstances, and their goals. We bring a wealth of professional insight and common sense to the financial decision-making process.
Specializing in working with clients facing financial transitions such as retirement, divorce, loss of a spouse, and sudden wealth, we collaborate with our clients to develop strategies that help them achieve their objectives. Since 2001, we have been assisting clients, formerly as Focus Wealth Management Ltd., and also serve our Fairfax, VA office.
Discover the personalized experience that the Middleburg team provides for each client's unique needs and goals. Download our "Experience Is Everything" brochure to learn more about what it's like to become a Buckingham client.
As we navigate through election seasons and potential policy changes, our team can help you understand how these changes may impact your investments. We also offer insights on how to maximize the benefits of restricted stock units (RSUs) and align your financial plan with your values and priorities.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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