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. - Katie Marsden, CFP®, CDFA®
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.
Katie (Keary) Marsden knows that what she does is so much more than just crunching the numbers. It is about building relationships with people to help them build short-and long-term financial plans that can put their minds at ease, guiding them to a future that they can feel confident striving toward.
As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals. Seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.
Katie has a passion for helping people make smart, informed decisions around their money. She finds she can make the biggest impact helping those going through a life transition. From the loss of loved one to the birth of a new one, starting a new business to planning for retirement, to newlyweds planning their future to those in the process of divorce. When life happens, there are many financial decisions that require our attention. Katie take pride in assisting her clients in navigating the future.
As a Certified Divorce Financial Analyst (CDFA®), she helps clients navigate the financial challenges and decisions divorce can bring. Divorce can be overwhelming and having someone to guide you in making sound financial decisions today, can have a big impact on your future financial well-being.
Prior to her career with Buckingham, Katie worked for The Sher Group as a paraplanner and Moneta Group as a client service manager. She earned her bachelor’s degree in human environmental sciences with an emphasis in personal financial planning from the University of Missouri. Since that time, Katie has become a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst® professional.
Katie is a proud resident of Maplewood, Missouri where she spends her free time practicing yoga and spending quality time with her husband, son, and friends.
Katie Marsden 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Divorce Financial Planning
- Special Needs Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Multiple Generation Families
- Generation X
- Generation Y
- High-Net-Worth Individuals
- Unmarried Couples
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Fee Only Consulting
Professional Designations & Affiliations
Katie Marsden 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.
Katie Marsden 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.
Katie Marsden is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Katie Marsden is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Katie Marsden Presented at the NAPFA Spring 2019 National Conference: "Divorce Financial Planning: How Advisors Add Value"
Katie Marsden was a Presenter for AICPA & CIMA Conferences: "Ten Common Mistakes Advisors Make When Guiding Clients Through Divorce"
Katie Marsden Discusses "Five Ways to Become More Financially Engaged" on The BAM Alliance.
Katie Marsden is Quoted on Questis: "Divorce - Asking the Right Questions"
Katie Marsden is Quoted in the Chicago Tribune: "Retirement: Retirement tips for a long lifetime"
Katie Marsden Presents on AdvisorPerspectives: "No Longer a Niche: Women in Wealth"
Katie Marsden is Contributed to AdvisorPerspectives: "The Unique Retirement Issues Facing Women"
Katie Marsden is Quoted on Yahoo Finance: "Retirement Tips for a Long Lifetime"
Katie Marsden is Quoted on Kiplinger: "MONEY SMART WOMEN:Retirement Tips for a Long Lifetime"
Katie Marsden Authored an Article for The BAM Alliance: "Helping You Align Your Values and Goals"
Katie Marsden is Interviewed on The Money Zen Podcast: "Navigating Divorce, Financially Speaking — An Interview With Buckingham’s Katie Keary"
Katie Marsden Can Be Heard on Sara Grillo's Podcast: "Getting More Women into Financial Advising [Brutal Honesty]"
Katie Marsden Talks Finances (Episode 6) on The Kiss My Age Show
Katie Marsden is Quoted on Kiplinger: "7 Common Money Conflicts in Marriage and How to Solve Them"
Contact Katie Marsden
8182 Maryland Ave
Saint Louis, MO 63105