Buckingham Strategic Wealth’s (Buckingham) President Wendy Hartman has been named to the Board of the National Association of Personal Financial Advisors (NAPFA). A NAPFA member since 2017, Hartman currently serves on its Midwest regional board. “It is especially gratifying to be joining a Board with other women professionals in the financial services industry,” says Hartman. “One of Buckingham and NAPFA’s long-standing shared goals is to see more women in the wealth advisory business and in leadership positions.”
Against an industry average of 23.2 per cent, as of 31 July, 35 per cent of Buckingham’s wealth advisors are women according to the Oliver Wyman “Women in Financial Services 2020” study1.
“We are delighted that Wendy will now be working with NAPFA at the national level,” says Buckingham CEO Adam Birenbaum. “Wendy is a fantastic champion for advancing our common goals for our community.
Since joining Buckingham as a wealth advisor in 2010, Hartman held roles of increasing responsibility. She served as the Advisory Team Director, which included overseeing advisory teams and advisory team development while helping them implement the firm’s strategic initiatives and direction, prior to being named President, Buckingham Strategic Wealth in June 2019.
“By being a NAPFA member first and a regional board member next, I have gained great appreciation for the conferences and educational seminars, which have given me the opportunity to meet and network with many like-minded fee-only planners,” says Wendy Hartman. “Participating in NAPFA has helped give me a 360-view of challenges for both planners and clients, which is immensely valuable. I am honoured to have been asked to join and am looking forward to increasing involvement on the Board.”
Buckingham notes that, under the leadership of Hartman, the firm was recently named to Financial Times’ FT 300 Top Registered Investment Advisers list,2 for the sixth consecutive year.