Brenda Janikowski

CFP®

Buckingham Strategic Wealth

Wealth Advisor

Brenda Janikowski

CFP®

Buckingham Strategic Wealth

Wealth Advisor

Being helpful to clients and seeing them achieve their financial goals makes being a fee-only wealth advisor so rewarding. - Brenda Janikowski, 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.

Serving clients locally and across the country

Casper, WY:  307-266-4525

Scottsdale, AZ:  480-607-7445

 

The most rewarding part of Brenda Janikowski’s day is the knowledge that she’s helped her clients come closer to achieving their long-term financial goals. It doesn’t matter whether it’s funding a college education for a client’s children or grandchildren, creating a plan to help a client retire in comfort, or putting in place the estate documents needed to ensure a client’s assets will go where they want. When a client says, "I couldn’t have done it without you," it makes Brenda’s day.

For Brenda, financial services is about making a connection with clients, forming a relationship based on trust and feeling like she can be a part of their financial success. Because financial planning has so many moving parts, she understands that the process can be intimidating to many people. Brenda’s goal is to make the things simple, helping people understand each step so they can make sound decisions and become financially secure.

As a wealth advisor, Brenda helps manage client assets through portfolio implementation, rebalancing, retirement analysis, and tax and estate planning. She serves clients in both our Casper, Wyoming and Scottsdale, Arizona offices. Brenda understands the peace of mind that comes with a thorough and comprehensive wealth management plan, tailored and maintained according to each client’s needs.

Brenda served as a financial advisor with Asset Strategies Inc. until the firm joined Buckingham Strategic Wealth in 2015. Brenda holds the CERTIFIED FINANCIAL PLANNERTM professional designation and has passed the Series 65 exam. Brenda is also a NAPFA registered financial advisor.

She currently serves on the board of the Central Wyoming Estate Planning Council. Outside of work, she’s involved with Natrona County 4-H and serves as treasurer of the organization’s Livestock Sale. Brenda lives on a ranch outside of Casper, Wyoming (the ranch on which she grew up), with her husband and the youngest of her four children. Her family raises horses and competes in rodeo and team sorting events.

Brenda Janikowski 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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Estate planning
  • Risk Management
  • Family Loss

Ideal Clients

  • Retirees and Near Retirees
  • Top Executives
  • Sudden Money Situations
  • Professionals
  • Multiple Generation Families

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)
    Brenda Janikowski 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)
    Brenda Janikowski 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.

Contact Brenda Janikowski

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Office Locations:

  • 111 W 2nd St
    Suite 608
    Casper, WY 82601
  • 8570 E. Shea Boulevard
    Suite 140
    Scottsdale, AZ 85260

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