The Buckingham Strategic Partners Alliance
BrightPath is a member of Buckingham Strategic Partners (BSP), an active community of more than 1,000 planning focused independent wealth management firms throughout the United States. This alliance, started in 1997, offers us access to a nationwide network of like-minded colleagues and renowned experts, while enabling us to remain a fully independently operating firm. Every member of the BSP shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. Collectively, BSP wealth management firms represent over $37.5 billion in collective assets as of September 30th, 2023. 

Charles Schwab & Co.
Charles Schwab was founded in 1973 with an aim to make investing more accessible to the general public. Today Schwab is also one of the largest mutual fund companies in the nation, offering everything from index-tracking funds to comprehensive asset allocation tracking solutions.


Dimensional Fund Advisors
The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest.

Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Buckingham clients.