Fresno

Proudly Serving Fresno

Fresno

516 West Shaw Avenue
Suite 200
Fresno, CA 93704

Night view of United Security Bank building in Fresno, CA, with cityscape background

We believe choosing the right advisor may be one of the most important financial decisions you make. At Buckingham Strategic Wealth, we take the time to really get to know you so that we can create a holistic wealth plan that reflects what is most important to you. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges through education and insights from our experienced advisors. Whether your goals include building wealth, enjoying a comfortable retirement, paying for your children’s college education, setting up your family legacy or maximizing the return on your business investment – your holistic, evidence-based wealth plan should be clearly defined and built on a solid foundation with your best interests first. We are dedicated to objectively working as an advocate and fiduciary for our clients, developing prudent strategies to assist in attaining your specific wealth management, retirement and financial planning goals.
Night view of United Security Bank building in Fresno, CA, with cityscape background

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Download PDF for more information

Enjoy some of our latest resources

  • October 09, 2024

    Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts

    Our Quarterly Outlook explores what may be ahead for markets and the economy.

    Read the article
  • October 07, 2024

    What Kind of Returns Can You Anticipate from Your Portfolio?

    Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.

    Read the article
  • September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article