Insight Strategic Wealth, LLC is a member of Buckingham Strategic Partners. Buckingham Strategic Partners is a community of more than 1,000 advisors located throughout the United States - united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:
- We believe in delivering unbiased, transparent, evidence-based advice.
- We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
- We believe that doing what’s best and doing what’s right should be one and the same.
Attracted to our unbiased advice and our evidence-based approach to low-cost investing, more than 1,000 advisors with numerous investors have become clients of Buckingham Strategic Partners, representing more than $38 billion of collective assets as of March 31, 2022.
Conry-Taylor & Company, CPAs is an affiliate of Insight Strategic Wealth, offering a full-range of tax, financial planning, and business write-up services to the greater Knoxville area. We team up with CT CPAs for personal and business taxes to offer individuals and busy business owners a one stop shop experience, where we are able to handle their financial needs with one point of contact.
TD Ameritrade is a custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney to execute transactions on your behalf, accounts are held in your name.
We typically turn to Dimensional Fund Advisors ("DFA") for fund solutions that apply our passive investment strategy in a low-cost, tax-efficient manner. That said, we receive no compensation for using Dimensional’s fund families. Insight receives supporting research from DFA as well as historical market analysis, risk/return analysis, and continuing education. As a fiduciary to our clients, we are committed to selecting any solutions we feel best meet our clients’ highest financial interests.