Tammy Courtney

CFP®

Buckingham Strategic Wealth

Wealth Advisor

Tammy Courtney

CFP®

Buckingham Strategic Wealth

Wealth Advisor

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. - Tammy Courtney, CFP®

(314) 743-2203

Forever standing on the side of our clients.

Meet Tammy Courtney

As a wealth advisor, Tammy Courtney spends every day helping her clients safeguard their financial futures by providing investment advice based on sound academic research. Her evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving and tax strategies. This high level of individualized service allows her to construct wealth management plans tailored to each client’s needs based upon her in-depth understanding of their situation. Her clients can then make decisions about their financial lives in a disciplined and rational way that isn’t subject to the whims of Wall Street.

Tammy first joined Buckingham Strategic Wealth in 2002 as a client relationship specialist and then a portfolio advisor. Prior to rejoining Buckingham in 2010, she was a financial advisor at Morgan Keegan.

Tammy holds a bachelor’s degree from Southern Illinois University in Carbondale. She earned her CERTIFIED FINANCIAL PLANNERTM professional designation in 2007.

Tammy Courtney 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

  • National Association of Personal Financial Advisors (NAPFA)
    Tammy Courtney 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 Tammy Courtney

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Office Locations:

  • 8182 Maryland Ave
    Suite 500
    Saint Louis, MO 63105

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