Aaron Grey, CFP®

Managing Director, Experience Integration, Buckingham Strategic Wealth

Fresh out of college and one month into his first career as an engineer, a lightbulb went off for Aaron Grey. While attending a session to sign up for his company’s 401(k) plan, he recalls thinking that he was prepared. After all, he had just earned a difficult degree and even had grown up in and around his father’s investment advisory practice, which was based out of the basement of his house. Even so, Aaron remembers having absolutely no idea how much to contribute to his retirement plan, not to mention what counted as a sensible investment allocation. A few years later, Aaron decided to help others in similar situations by making the complex simple and made the move into wealth management. Today, and true to his early professional experience, Aaron finds it most rewarding to work with people who feel anxious, fearful or uncertain about their financial lives. He now measures his accomplishments by helping people achieve what he calls financial serenity – a sense of peace, calm and confidence about their futures. For Aaron, that serves as a constant reminder that financial planning is about so much more than money.