Joli Fridman
CPA/PFS, CFP®
Buckingham Strategic Wealth
Wealth Advisor
Joli Fridman
CPA/PFS, CFP®
Buckingham Strategic Wealth
Wealth Advisor
As a fee-only wealth advisor, our goal is to work together with clients across the nation to achieve their financial goals. - Joli Fridman, CPA/PFS, 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.
Whether she’s meeting with clients at the office or leading a class, Joli Fridman has a passion for educating people on a better way to invest and pursue their financial goals. Joli strives to help clients find peace of mind by collaborating with them to find innovative solutions and create a personalized plan to achieve their most important goals.
Joli has a broad base of experience and knowledge, and for over 25 years she has been helping clients fulfil their financial dreams. She helps clients through goal specific financial planning, evidence-based and tax-efficient investment strategies, and simply getting to know her clients better so she understands their passions and what they want to achieve financially.
Prior to joining Buckingham, Joli was president of a financial planning consulting firm and spent 10 years on the faculty at Northwestern University. Joli has a master’s degree in accountancy, she is a Certified Financial Planner™ professional and Certified Public Accountant/Personal Financial Specialist.
Outside of work, Joli is president of the Fred Outa Foundation, an organization that educates vulnerable children in Kenya. She also enjoys spending time with her husband and their two daughters.
Joli Fridman 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
- Tax Planning
- Estate planning
- Women in Wealth
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Professionals
- Multiple Generation Families
- High-Net-Worth Individuals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Joli Fridman 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.
-
Joli Fridman 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.
-
Joli Fridman 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.
-
Joli Fridman 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 Joli Fridman
Office Locations:
-
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
