counsel on priority corporate initiatives. Michael Kitces has joined one of the nationâs largest RIAs. Buckingham Wealth Partners Head of Planning Research Michael Kitces, and Director of Advanced Planning Jeffrey Levine were both named two of the 25 top industry leaders on the IA25 as decided by readers of Investment Advisor. Proponents argue it’s muscling in on gold as a portfolio diversifier. | In his new role, Kitces will help Buckingham Wealth Partners design and further enhance â¦ Buckingham could also benefit from the association â Mr. Kitcesâ blog draws about 250,000 readers per month, according to the firm. independent RIA firm serving more than 140 advisors in 40-plus offices, as well as a turnkey wealth management services platform (including the former Loring Ward business) that serves more than 500 financial professionals; as of Dec. 31, the firm’s affiliated advisors and other clients worked with some $50 billion in assets. Michael Kitces. “Being with a larger firm gives us a bigger reach and the ability to touch more lives.”, The deal also means “we are aligned culturally and philosophically around the nerdiest issues that Michael and I live and breathe daily,” Levine said. In his new role, Kitces will help design and continu e to enhance our evidence-based planning approach and will provide counsel on priority corporate initiatives. Kitces sees the tie-up as a way to bring more experts and their wisdom to Kitces.com. “We want more nerds to nerd out with us on financial planning and advisor content,” said Kitces, who has 57,600 followers on Twitter. Your article was successfully shared with the contacts you provided. We interrupt the second day of the current bear market to bring you an important message: Michael Kitces is moving from Pinnacle Advisory Group to Buckingham Wealth Partners. Levine has been appointed Director of Advanced Planning and will lead Buckingham's financial planning strategies, providing education and support for Buckingham advisors. NEW YORK, NY / ACCESSWIRE / March 12, 2020 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Michael Kitces and Jeffrey Levine have joined Buckingham Wealth Partners ("Buckingham"). Your financial picture, viewed from every angle, in the context of your specific circumstances is the most important guide we follow. “Jeff and Michael are stewards to this industry, and … they will continue to provide many educational advisor services via the Nerd’s Eye View blog and other platforms as before,” Justin Ferri, chairman of RIA Buckingham Strategic Wealth, said in an interview. In addition, he is a co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial â¦ In Financial Advisor by tag: Michael Levine has been appointed Director of Advanced Planning and will lead Buckingham's financial planning strategies, providing education and support for Buckingham advisors. destination for this industry’s top talent. Larry Swedroe, a long-time advocate for and leader in the “evidence-based investing” movement, serves as chief research officer of Buckingham’s RIA. Michael Kitces has joined Buckingham Wealth Partners as Head of Planning Strategy. The St. Louis-based group consists of an independent RIA firm serving more than 140 advisors in 40-plus offices, as well as a turnkey wealth management services platform (including the former Loring Ward business) that serves more than 500 financial professionals; as of Dec. 31, the firm’s affiliated advisors and other clients worked with some $50 billion in assets. We Are Enthusiastic, Unapologetic Advocates of Evidence. “We’ve always wanted to be the destination for this industry’s top talent. Copyright © 2020 ALM Media Properties, LLC. | “As the number of writers has expanded, we wanted to create more alignment on the team and bring it under one umbrella and one advisory firm,” he explained. And in times like these, thought leadership and true counsel with the best planning resources are needed more than ever,” Buckingham Wealth Chairman and CEO, When Gay Clients Retire, Big Financial Challenges Collide, Why Investors May Support Bitcoin’s Polarizing Rally, IRS: Business Expense Tax Deductions and PPP Loan Forgiveness Don't Mix (Usually), Vanguard Slashes Investment Level for Institutional Target Date Funds, Sign Up for the Career Advantage Newsletter. Buckingham is one of only three firms to have multiple leaders named to the list. The planner attends about 50 advisor conferences a year. His industry knowledge and thought leadership shape strategic priorities and focus for Buckingham and it is instrumental in leading research fueling our â¦ The paid members’ section offers continuing education credits and webinar-style versions of articles. Michael Kitces, CFP, a Financial Planning contributing writer, is the head of planning strategy for St. Louis-based Buckingham Wealth Partners; co-founder of the XY Planning Network and AdvicePay; and publisher of the planning blog Nerdâs Eye View. Michael Kitces was ranked #1 in the 2020 Top 10 Advisors in the Investopedia 100. And Jeff Levine, CPA, formerly of BluePrint Wealth Alliance is making the move, too; in fact, he just updated his Twitter nickname from “That Secure Act Guy” to “The Buckinghammer.”. Kitces, who left Pinnacle Advisory Group, has been appointed Head of Planning Strategy at Buckingham and will help the firm design and further enhance the firmâs so-called âevidence-based planningâ approach. Follow him on Twitter at @MichaelKitces. Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors.. Kitcesâ¦ Dedicated to Helping You Apply the Science of Investing. Robert Bloink "Like Jeffrey, I've admired Buckingham from afar for a long time," said Michael Kitces. Our in-house Investment Policy Committee consistently reviews the latest research and scrutinizes options to identify the best solution to help you achieve your goals of an overall plan. As criminals get smarter you must take extra steps to protect both your clients and your firm. And as the industry is shifting towards providing more planning services to clients, don’t get left behind! All Rights Reserved. Advance your career and take your firm's production to the next level with FREE practice-management tips. Financial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning. Put our best minds to work for your best interest. 5 Worst States for COVID-19 Hospitalization Rates, Why Raymond James' Purchase of $35B Retirement Plan Firm Is a 'Strategic Fit', Bitwise Launches First Cryptocurrency Index Fund, Harry Dent: Market Crash Coming in 2-3 Years; Economy ‘Already Dead’. Michael Kitces â¦ Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors.. Chalk up another one in the wealth management shuffle, with Focus Financial Partners announcing that Michael Kitces and Jeffrey Levine have joined Buckingham Wealth Partners. And Jeff Levine, CPA, formerly of BluePrint Wealth Alliance is making the move, too; in fact, he just updated.