Buckingham Strategic Wealth, LLC

Investment Advisor
in Bethesda, MD

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About this Advisor

Andrew Leach is a certified financial planner who works in Bethesda, Maryland, with 5 years of relevant experience. Leach works at Buckingham Strategic Wealth, LLC. Their career trajectory has included roles at Ark Financial Services, LLC and Buckingham Strategic Wealth, LLC. Leach has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Maryland. Buckingham Strategic Wealth, LLC is a registered investment company based out of Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 advisors. It administers $22 billion in total assets between its 42,145 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 60 charitable organizations. Of its 42,145 customer accounts, 45% belong to high-net-worth clients who have more than $1 million in investable assets. Buckingham Strategic Wealth, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. Fee types charged by Buckingham Strategic Wealth, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7315 Wisconsin Avenue Suite 800W
Bethesda, MD 20814

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management


MD Average: $11,469,110,461
Total Number of Employees


MD Average: 458
Total Number of Accounts


MD Average: 33,415
Average Account Size


MD Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Andrew Leach Work History

Andrew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Buckingham Strategic Wealth, LLC

2013 - 2018 (5 years)

Ark Financial Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Andrew Leach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buckingham Strategic Wealth, LLC

Donald Rochleau
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Cheryl Povalla
Deerfield, IL
Michael Heiser
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN
Jennifer Wiechel
Saint Louis, MO
Michael Indart
Santa Rosa, CA
Charles Moran
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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