Andrew Waite
CFP®
Buckingham Strategic Wealth
Wealth Advisor
Andrew Waite
CFP®
Buckingham Strategic Wealth
Wealth Advisor
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Andrew Waite, CFP®
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.
As a wealth advisor, Andy Waite’s goal is to help clients enjoy the confidence that results from identifying what matters most to them, creating strategies to achieve their goals and continually tracking their progress. He achieves that by building deep relationships with clients, so he can build a financial plan that aligns with their values and helps them leave a legacy for future generations.
Motivated by a strong desire to have a positive impact on others, Andy enjoys educating clients so they can be confident in the financial decisions they make in pursuit of their goals and improving their lives. The most rewarding part for him is when clients experience a “light bulb” moment — when a concept that was once confusing and overwhelming suddenly becomes clear.
Andy joined Buckingham Strategic Wealth in 2017. Previously, he was a wealth manager at Executive Wealth Management and a financial advisor at Ameriprise Financial Services. Andy has served clients as a financial advisor since 2001.
A native of Blair, Nebraska, Andy graduated with high distinction from the University of Nebraska-Lincoln with a degree in finance in 2000. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2013.
Andy and his wife, Sommer, are the parents of four daughters, which he likes to say makes him a minority in a sorority. Away from the office, Andy loves spending time with his family at their numerous activities, playing golf and serving as an elder at his church, Redeemer PCA.
Andrew Waite 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
- Investment Management
- College Education Planning
- Tax Planning
- Estate planning
- Risk Management
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Professionals
- Multiple Generation Families
- Generation X Accumulators
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Andrew Waite is a NAPFA-Registered Financial AdvisorThe 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.
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Andrew Waite is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
Contact Andrew Waite
Office Locations:
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6940 "O" Street
Suite 300
Lincoln, NE 68510
