Grand Ledge
Proudly Serving Grand Ledge
Grand Ledge
11973 Sweetwater Dr
Grand Ledge, MI 48837
Buckingham’s Grand Ledge team (previously Siena Investments) has served executives and other professions, business owners, and retirees and their families since 2000. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans, integrated tax services and evidence-based portfolio management strategies.
Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients’ financial lives. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.
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Enjoy some of our latest resources
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March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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February 26, 2024
How Your Advisor Can Build a Plan Based on Your Values
Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?
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February 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.
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