Centrally located in Lake Charles, Louisiana, we serve clients throughout the Gulf Coast Region from Texas to Florida.

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The Latest Resources

April 2024 Monthly Buckingham Commentary

The monthly Market commentary from Buckingham Strategic Partner’s Chief Investment Officer Kevin Grogan, CFA, CFP®. Read the Commentary

April, 2024 Burnette Financial Planning Newsletter

This month we’re helping to answer your questions about this year’s presidential election and the possible impact on your financial plan and the wisdom of global diversification. Read the Newsletter.

March 2024 Newsletter

This month we’re talking the “personal” in “personal finance”. We discuss how you can align your financial plan with your values and life changes – including welcoming a new family member! Read the Newsletter

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