Alan Schapire

MBA, CPA/PFS, CFP®

Buckingham Strategic Wealth

Wealth Advisor

Contact Me

Alan Schapire

MBA, CPA/PFS, CFP®

Buckingham Strategic Wealth

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alan Schapire, MBA, CPA/PFS, CFP®

Contact Me

(484) 477-4100

Website

Forever standing on the side of our clients.

Buckingham Strategic Wealth is a fee-only, fiduciary wealth management firm providing comprehensive financial planning, investment management and holistic wealth planning to help clients build and protect their wealth through life’s transitions. Our highest aspiration is to help our clients fulfill their financial dreams. Our advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

 

Alan Schapire has provided financial and tax planning services to clients since 2001, and he has a wide array of experience in personal financial matters. He is a member of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, and the Pennsylvania Institute of Certified Public Accountants (PICPA).

Prior to joining Buckingham Strategic Wealth in 2023, Alan was the managing director of financial and tax planning at Convergent Financial Strategies, which merged with Buckingham the same year.

Alan earned a Bachelor of Science in accounting and a Master of Business Administration in finance from Drexel University in Philadelphia. He has been a certified public accountant (CPA) since 1987 and a CERTIFIED FINANCIAL PLANNER™ practitioner since 2001. In 2002, he received his Personal Financial Specialist (PFS) designation from the AICPA. The PFS mark is the financial planning specialty accreditation held exclusively by CPAs who are members of the AICPA. He has also served on PICPA Personal Financial Planning Committee, including three years as committee chair, and on the NAPFA Northeast-MidAtlantic Region Board, Finance Committee, and Education Committee.

He and his family live in Delaware County, Pennsylvania. Although his ties to his alma mater, Drexel University, are still strong, Alan also considers his family to be a George Washington University family as both daughters graduated from GWU: his older daughter in May 2014 and his younger daughter in May 2018. When not assisting his clients, Alan enjoys traveling with family and friends, and participating in community activities. He previously served on the Board of Directors of Hillel at Drexel University for over 10 years.

Alan Schapire is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Experience is everything.

Imagine having the freedom to focus your time and attention on the things that give you energy. We have spent decades closely following the market, economy, tax strategies and planning topics—so you don’t have to. Buckingham Strategic Wealth helps individuals, businesses, nonprofits and retirement plans owners achieve their most important life and financial goals by building holistic, evidence-based wealth plans.

First, we embark on a personal discovery process to uncover what’s important so we can DESIGN a plan customized to address your deepest wants and needs.
With academic research and financial science as the foundation, we BUILD a plan that’s the perfect fit, with distinct objectives and attainable action items.
Then, we PROTECT your plan by checking in to measure progress toward your goals and adjust as needed.

We are enthusiastic, unapologetic advocates of evidence. Your dreams and passions are too important to leave up to chance. Our offices serve as think tanks, where a kinetic mix of intelligence and diverse professional experience come together to benefit our clients.

We love working with data. Then those insights are put into play. We construct our portfolios out of diversified stock funds; high-quality bonds; and, in some cases, alternative investment strategies. We help you control what you can in your portfolio: taxes, fees and risk.

In addition to being fiduciaries who always work in your best interest, we are proudly fee-only. We do not receive compensation or commission for selling products. This model ensures we are always on the same side as our clients.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning
  • Divorce Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Alan Schapire is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Alan Schapire is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Alan Schapire is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • CPA/PFS - Personal Financial Specialist
    Alan Schapire is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

Contact Alan Schapire

(484) 477-4100

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Office Locations:

  • 600 W Germantown Pike
    Suite 400
    Plymouth Meeting, PA 19462

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