Michael Clayman
CFP®, ChSNC®
Buckingham Strategic Wealth
Wealth Advisor, Advisory Team Leader
Michael Clayman
CFP®, ChSNC®
Buckingham Strategic Wealth
Wealth Advisor, Advisory Team Leader
Financial Planning is the process of telling your money where to go, rather than asking where it went. I partner with individuals, families and small business owners to find prudent solutions to their complicated financial problems and concerns, and help tell their money where to go. - Michael Clayman, CFP®, ChSNC®
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.
As a wealth advisor, Mike Clayman works with families to gain a crystal clear and very deep understanding of their unique goals, needs and concerns. He then collaborates with the family to create a comprehensive financial plan tailored to their individual circumstances. This plan addresses portfolio management, tax strategies, retirement income planning, wealth transfer considerations, risk management, retirement analysis and education planning.
Witnessing his mother overcome significant financial hardships led Mike to make financial planning his life’s work. He particularly enjoys learning about his clients, their families and what they’re passionate about.
Mike joined Buckingham Strategic Wealth in the 2014 merger with Indianapolis-based Hufford Advisors. He is a CERTIFIED FINANCIAL PLANNERTM professional. He also has passed the Series 66 securities license and maintains active life and health insurance licenses in Indiana. Mike earned his bachelor’s degree from Purdue University in 1995.
He enjoys running, lifting weights, playing chess, reading and doing anything outdoors. Every weeknight or over the weekend, you can likely find him walking through his neighborhood with his wife and two dogs.
Michael Clayman 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
- Risk Management
- Special Needs Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Professional Practice Owners
- Multiple Generation Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michael Clayman 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.
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Michael Clayman 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.
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Michael Clayman is a Chartered Special Needs Consultant® (ChSNC®)ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.
Contact Michael Clayman
Office Locations:
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8888 Keystone Xing
Suite 1111
Indianapolis, IN 46240
