Form CRS (Client Relationship Summary)
We are required to provide you our Form CRS (Client Relationship Summary or Form ADV Part 3). This is a two-page document that is a new regulatory disclosure that we are required to file with the Securities and Exchange Commission. Below is a link to our Form CRS. Also, below is a link to Buckingham Strategic Partners’ Form CRS due to their role as a sub-advisor or turnkey asset management provider for our investment advisory firm.
Please review these documents at your convenience and contact us if you have any questions.