Buckingham Strategic Wealth, a St. Louis-based wealth management firm, acquired Deerfield, Ill.-based Stevens Wealth Management LLC on Jan. 1.
Stevens Wealth Management provides investment management and financial planning services to individuals, families and businesses. Following the deal, Stevens Wealth Management will assume the Buckingham name. The firm had $350 million in assets under management as of Dec. 31, 2017.
Sara Connelly, Elaine Eakes, Joli Fridman, Cheryl Povalla and Gail Scully of Stevens Wealth Management have joined the Buckingham team as part of the transaction.