Buckingham Strategic Partners

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the St Joseph, MI area, Wendy Mitchell will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Brittison Financial Group, based in Saint Joseph, MI, specializes in providing comprehensive financial strategies to facilitate a smooth transition into retirement for Americans. Their focus includes income, tax, investment, legacy, and health care planning, all tailored to clients' unique circumstances and financial goals. The firm boasts a knowledgeable team led by CEO Philip Ellis, a fiduciary investment advisor committed to holistic planning, alongside CIO Joe Maas, who brings extensive investment management expertise. Together, they prioritize transparent communication and forge long-term relationships to empower clients on their financial journeys. Generated from the website

Our investment philosophy is an academically based, risk-managed approach designed to benefit our client. Our investment services include: risk management, portfolio rebalancing, case-specific support as well as advanced investment market research.WHAT MAKES US DIFFERENT? PASSION:We have boundless enthusiasm and love for our work.COMMITMENT:We have the emotional and intellectual commitment to help you reach your goals.TRUST:We earn this distinction from clients' total confidence in our ability, integrity, and our character. We always strive to exceed our clients' expectations.RESPECT:We treat our clients, and each other with respect. We regard each client relationship as a special privilege. We always do what is right for our clients.OUR BELIEFS:We believe helping clients reach their goals requires that we have the depth of knowledge and expertise to effectively coordinate their total financial and life goals.