Buckingham Strategic Wealth
Buckingham Strategic Wealth
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. - Eric Ousley, CFP®, CRPS®
Forever standing on the side of our clients.
Meet Eric Ousley
Eric Ousley knows that the work he does for clients today can make an impact for generations to come. He finds inspiration in the stories clients tell about their families and lives, aside from just their business or their finances.
After working on the broker-dealer side of the financial planning business, Eric sees himself as a resource for people who don’t know who to trust or where to go. As a wealth advisor, Eric specializes in providing comprehensive wealth management and investment planning solutions to ensure clients are on track to reach the goals most important to them. His duties include implementing and monitoring tax-efficient investment strategies, planning for education and retirement, estate planning and philanthropic giving. He has found that collaboration is a major part of putting together and then monitoring any financial plan.
Eric served as portfolio advisor with Indiana-based Hufford Advisors until that firm’s merger with Buckingham Strategic Wealth in 2014. Prior to joining Hufford, Eric worked for Charles Schwab & Co. and Mutual of America. His roles at both organizations involved working directly with clients to assess, review and implement investing and savings strategies.
Eric is a CERTIFIED FINANCIAL PLANNER™ professional and has earned several other accreditations through the College for Financial Planning, including the Accredited Asset Management Specialist and Chartered Retirement Plans SpecialistSM designations.
He earned a bachelor’s degree in business administration from Manchester University in 1999. Eric is a life-long Hoosier and an avid sports fan. He has two daughters.
Eric Ousley 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Eric Ousley 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.
Contact Eric Ousley
8888 Keystone Xing
Indianapolis, IN 46240