St. Louis, Missouri, May 31, 2022 (GLOBE NEWSWIRE) — FOR IMMEDIATE RELEASE
May 31, 2022
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Great minds are alike: Grecu Capital Management to join Buckingham Strategic Wealth
St. Louis, MO – Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) is pleased to announce that Grecu Capital Management (“Grecu”), a registered investment adviser located in Bend, Oregon, will join Buckingham .
Founded in 2002 by Jerrold (“Lex”) Grecu, CFP®, CFA®, the company provides financial planning and wealth management services to business owners, executives and healthcare professionals. Like Buckingham, Grecu uses an evidence-based investment approach based on rigorous academic research. Grecu’s passion for financial planning has personal roots.
“After losing my parents early in life, I learned the hard lesson of what mismanaging resources can do to a financial future,” said Lex Grecu, CFP®CFA®, president of the Grecu. “Because of this experience, my customers are my first priority and I am always looking for ways to improve their experience. Buckingham shares this dedication and I am delighted to join their team after many years of working together. »
“We look forward to officially welcoming Lex to Buckingham,” said Buckingham CEO Adam Birenbaum. “His passion and talent for helping clients shines through in everything he does. As a growing RIA, we are grateful to have Lex on our team, which helps us expand our network of client-focused advisors. Lex fits naturally into our culture of teamwork and collaboration and will be a great addition to our growing presence in Bend’s vibrant community.
Grecu will become part of Buckingham Strategic Wealth upon completion of the transaction, which is expected to close in the third quarter of 2022, subject to customary closing conditions. Upon closing, Mr. Grecu will move into Buckingham’s existing office in Bend, which opened in January 2021 through Buckingham’s acquisition of Griffon Financial Planning, Inc.
About Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth is an SEC-registered investment adviser that offers a wide range of fiduciary financial advisory services that support individuals, families, nonprofits and organizations. With a passion to advance, serve, and do the right thing for clients at all times, Buckingham Strategic Wealth helps realize clients’ financial dreams using proprietary organization design. To build. Protect.™ methodology and a range of evidence-based investment and planning strategies.
Headquartered in St. Louis, MO, Buckingham Strategic Wealth has 45 offices in 22 states. Buckingham Strategic Wealth has over $22.63 billion in regulatory assets under management (as of March 31, 2022). For more information, visit www.BuckinghamStrategicWealth.com.
About Grecu Capital Management, LLC
After working for several large investment firms, Lex Grecu wanted to offer a deeper and more personal service to his clients. From this hope, Grecu Capital Management, Inc. was born. As President, Wealth Advisor and Director of Investment Strategy, Lex creates personalized wealth plans, retirement strategies, financial legacies and more. For more information, visit https://www.grecucapital.com/.
Caution Regarding Forward-Looking Statements
This release contains certain forward-looking statements that reflect Focus’s current beliefs regarding certain current and future events. These forward-looking statements are, and will be, subject to numerous risks, uncertainties and factors relating to Focus’s operations and business environment, including the impact of the conflict in Ukraine, which could cause future events to be materially different from these forward-looking statements. looking statements or anything implied therein. All forward-looking statements contained in this press release are based on information available to Focus as of the date of this press release. Focus does not undertake to publicly update or revise its forward-looking statements, even if experience or future changes clearly indicate that the statements expressed or implied therein will not be materialized. Additional information about risk factors that could affect Focus can be found in Focus’ filings with the Securities and Exchange Commission.
Grecu Capital Management to join Buckingham Strategic Wealth, evidence-based fiduciary