Buckingham Strategic Wealth
Buckingham Strategic Wealth
I take great pleasure in serving my clients and providing them with the highest quality of advice. - Kent Schmidgall, 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.
Kent Schmidgall grew up in a family business environment, where he graduated from pulling weeds in the landscaping (and riding the factory cranes) as a child, to eventually becoming the Controller. After the family business sold in 2007, Kent decided to pursue other opportunities and served as a financial advisor with Northwestern Mutual for five years.
In 2013, he joined Buckingham Strategic Wealth as a wealth advisor, where he finds great pleasure in being able to deliver advice that’s in the best interest of his clients. He also enjoys being surrounded by others that share his passion for evidence-based investment planning.
Kent received degrees from Iowa State University in Finance and Management Information Systems. In addition, Kent has obtained his CERTIFIED FINANCIAL PLANNERTM professional designation. He resides in southeast Iowa with his wife, Megan and their three children.
Kent Schmidgall 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
- Tax-efficient Investment Management
- Retirement Planning and Analysis
- Social Security Planning
- Insurance and Risk Management
- Long-term Care Planning
- Estate and Legacy Planning
- Charitable Giving Strategies
- Behavioral Coaching
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Multiple Generation Families
- High-Net-Worth Individuals
- Medial Professionals
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Kent Schmidgall 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.
Kent Schmidgall 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.
Kent Schmidgall is Quoted in MarketWatch: "As another shutdown looms, here’s some financial advice for federal workers"
Kent Schmidgall is Quoted in MarketWatch: "Investment apps help you through a turbulent market, but may encourage risky behavior"
Kent Schmidgall is Quoted on CNBC: "Not having long-term care insurance can be ‘the single biggest devastator’ of your financial plan"
Kent Schmidgall is Quoted on How Stuff Works?: "When Is It OK to Leave Kids Unequal Inheritance?"
Kent Schmidgall is on the Board of Directors for Apostolic Christian LifePoints
Kent Schmidgall is Quoted in Financial Planning Magazine: "Best summer reads for advisors 2017"
Contact Kent Schmidgall
320 N 3rd St
Burlington, IA 52601