WMS Advisors, LLC (WMS) maintains strategic relationships with Charles Schwab & Co. (Schwab), Buckingham Strategic Partners (BSP), Dimensional Fund Advisors (DFA), and Grove Point Financial, LLC (GPF)




Charles Schwab & Co. is an industry-leading custodian in charge of holding and safeguarding client assets. Schwab Advisor Services provides WMS Advisors, LLC with support in areas such as compliance, technology, wealth management services, research and access to a wide range of investment products and expertise. Please Visit the Independent Advisor Learning Center to learn more about the benefits of working with an independent financial advisor, such as WMS.




Formerly known as Loring Ward, Buckingham Strategic Partners proudly serves and supports independent wealth management firms and their clients. Buckingham Strategic Partners’ comprehensive wealth platform provides WMS Advisors, LLC with the highest level of support including client reporting, portfolio management, operational processing, securities trading, and educational and training support. These services allow us to be dedicated to your financial success.

Their Fundamentals of Asset Class Investing brochure highlights the questions every investor should be asking.  




Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional Fund Advisors’ investments and securities are designed to help our clients improve performance through diversified, low-cost, and tax-efficient investment solutions. These investments are not available directly to individuals but are limited to a select group of financial firms like WMS Advisors, LLC.  Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with successful investment experience

Since the firm was founded in 1981, DFA has continued to work with some of the world’s leading financial economists to develop and enhance its strategies. As of March 31, 2021, DFA has $637 billion in firmwide assets under management.







Grove Point Financial, LLC. is one of the nation’s leading independent broker-dealer serving more than 700 financial advisors around the country. As Financial Advisors of Grove Point Financial, LLC., we are able to provide traditional commission-based products such as mutual funds, 529 college savings plans, insurance (life, disability or long-term care) and alternative investment in areas such as real estate, debt, and private investment vehicles such as hedge funds or venture capital funds. If at any time, a commission-based product is proposed, we will explain the recommendation and provide alternatives if applicable.


WMS Advisors, LLC, Charles Schwab & Co., Buckingham Strategic Partners, Dimensional Fund Advisors, and Grove Point Financial, LLC. are all nonaffiliated and are separate entities.