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Bam Advisor Services, LLC
       
 
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Bam Advisor Services, LLC
 
 
Overview: 

The experience, innovation, and commitment to an unrivaled client experience at Buckingham Strategic Wealth fostered the creation of BAM. The founders of Buckingham saw how the methods they developed over time would benefit other advisors and clients in the financial industry. They were determined to build on the success of Buckingham, and use their experience to help other firms be better connected, better informed, and ultimately, more successful organizations.

The values upon which Buckingham was founded continue to guide the work of BAM Advisor Services and drives our commitment to helping improve the lives of everyone we serve.

BAM’s mutually beneficial learning and growth partnership with Buckingham allowed us to operate a living laboratory and create a database of tested best practices for firms that we continue to develop today. From the start, armed with the resources and tools to help advisors secure and service larger, more lucrative clients, BAM partnered with CPA firms interested in starting a wealth management practice as well as existing advisors looking to take their firm to the next level. By connecting advisors to successful peers, operational strategists, thought leaders and investment professionals, BAM developed a formula to help them grow their day-to-day business.

Today, the firms that partner with BAM Advisor Services are known as the BAM ALLIANCE, a community of more than 140 like-minded, independent wealth management firms that collectively manage or administer more than $27.6 billion (as of September 30, 2016) on behalf of individuals, families, healthcare orga
History: 

BAM Advisor Services started in 1997 as an extension of Buckingham Strategic Wealth, an independent RIA headquartered in St. Louis, MO.
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