Alex Madlener, MD, MTAX, CFP®
Wealth Advisor
“My passion is to help you be successful with life’s transitions whether building or selling a business, retiring confidently, or planning for your family’s future.”
With a passion for personal finance and a knack for empathy, I've made it my mission to guide individuals and families through life's ups and downs.
I believe in building a strong relationship with my clients and to having some fun along the way - celebrating milestones, laughing at life's quirks, and tackling challenges as a team.
Andrew Madlener, BA, CFP®, CRPS®
Wealth Advisor
I’m Andrew. My journey has taught me an appreciation for how money can change lives, and open the door to new experiences. I believe everyone should have this opportunity. As a Certified Financial Planner™professional and Chartered Retirement Plans Specialist, I have the knowledge and experience to guide you through a range of issues and help you build your best financial future.
Our
approach
expands to
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When you work with us, you’re supported by a diverse team of resources and specialists from Buckingham Strategic Partners. As we sit with you to develop your personal financial strategy, our strategic partnerships help assure you get a well conceived plan designed to meet your long-term goals.
Johnathan Scheid, CFA, AIF®
Jonathan helps OpenCircle evaluate findings from academic research and apply that learning to develop investment strategy recommendations. Jonathan has earned the distinguished Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® (AIF®) designations.
Bill Morgan, CPA/PFS
Bill consults with the OpenCircle team on specific client wealth management strategies. We leverage his experience for individual taxation and tax planning suggestions, which in turn offers our clients a very positive tangible result: lower taxes. Bill has earned his CPA and PFS designations.
Ernest Clark, CPA/PFS
Ernest knows that families have worked hard their entire lives, and sometimes over generations, to accumulate wealth. His role with OpenCircle is to mentor our team and support our clients in achieving their financial goals with an emphasis on tax planning strategies. Ernest earned his CPA designation in 1976 and his PFS designation in 1999.
Carter Schmid
Carter is Associate Regional Director for Buckingham and one of our primary contacts. Sharing the latest wealth management strategies and consistently delivering client education, Carter is a valuable resource supporting our work with clients.
Kevin Grogan CFA, CFP®
Kevin is Chief Investment Officer for Buckingham, and a thought leader for investment strategy. He is a member of the Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams. Kevin, alongside colleague Larry Swedroe has co-authored three books including “Your Complete Guide to a Successful & Secure Retirement” which was named by The Wall Street Journal as the best retirement book of 2019.
Brittany Marshall
Brittany is our service manager at Buckingham, and go-to contact for client service needs. She coordinates with our partnered custodians to make sure trades, distributions, and requests are on time and accurate. In addition she facilitates our technology needs, making sure our platforms and advanced analysis tools operate seamlessly.
Partnerships
