Founded in 1990, Loring Ward established itself as a leader in providing comprehensive support services for independent financial advisors across the United States. The company's mission was to empower advisors to deliver superior service and results to their clients by offering sophisticated, evidence-based investment strategies, advanced technology platforms, and dedicated operational support. In 2018, Loring Ward was acquired by Buckingham Strategic Wealth, a major wealth management firm. Following the acquisition, Loring Ward's people, services, and investment philosophies were integrated into Buckingham's platform for advisors, effectively rebranding its operations under the Buckingham name.

Founded in

United States