On May 31, 2022, Buckingham Strategic Wealth announced that it will merge with Grecu Capital Management.
Grecu Capital Management, Inc. (“Grecu Capital”) will become part of Buckingham Strategic Wealth, LLC (“Buckingham”). Lex Grecu, founder of Grecu Capital, will join Buckingham upon completion of the deal. The transaction is expected to close in the third quarter of 2022, subject to customary closing conditions. Further terms were not disclosed.
Buckingham, based in St. Louis, is a registered investment advisor. Buckingham provides a range of financial advisory services to individuals, families, nonprofits, and other organizations. As of March 31, 2022, Buckingham had over $22.6 billion in regulatory assets under management.
Grecu Capital, based in Bend, Oregon, is a registered investment advisor. Grecu provides wealth management services to business owners, executives, and medical professionals.
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