He and Jeff Levine are moving to Buckingham Wealth
Partners. What does it mean for the many advisors
who follow their “nerdy” brand?
We interrupt the ongoing news about the bear market and coronavirus crisis to bring you an important message: Michael Kitces is moving from Pinnacle Advisory Group
to Buckingham Wealth Partners. But stay calm. The popular
Nerd’s Eye View blogger and financial planner will not be
altering his “branding.”
The cobalt-blue shirt/uniform remains in place, as
does his 24/7 Kitces.com content and Twitter presence.
And Jeff Levine, CPA, formerly of BluePrint Wealth
Alliance is making the move, too; he just updated his
Twitter nickname from “That Secure Act Guy” to “The
Both members of the dynamic duo believe the move will
allow them to “up their content game” and grow “the Kitces
platform,” said Michael Kitces in an interview, noting that this
content team now includes nine people after starting out with
“As the number of writers has expanded, we wanted to
create more alignment on the team and bring it under one
umbrella and one advisory firm,” he explained. That led to the
recent decision to become part of Buckingham from Pinnacle,
where Kitces had been for 17 years.
Buckingham says Kitces is now head of planning strategy for
the firm and Levine is director of advanced planning.
The St. Louis-based group consists of an independent RIA
firm serving more than 140 advisors in 40-plus offices, as well
as a turnkey wealth management services platform (including
the former Loring Ward business) that serves more than 500
financial professionals; as of Dec. 31, the firm’s affiliated advisors and other clients worked with some $50 billion in assets.
Larry Swedroe, a long-time advocate for and leader in
the “evidence-based investing” movement, serves as chief
research officer of Buckingham’s RIA.
“We’ve always wanted to be the destination for this industry’s top talent. And in times like these, thought leadership and
true counsel with the best planning resources are needed more
than ever,” Buckingham Wealth Chairman and CEO Adam
Birenbaum said in an interview.
As Kitces sees it, Buckingham “wants to grow its base of
advisors and [TAMP] clients, and we drive both.”
But what does this really mean for die-hard Kitces.com
“We want more nerds to nerd out with us on financial planning and advisor content,” said Kitces, who has 57,600 follow-
BY JANET LEVAUX
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