Hood River
Proudly Serving Hood River
Hood River
202 Oak St
Suite 600
Hood River, OR 97031
Buckingham Strategic Wealth’s Hood River team is dedicated to bringing purpose to the financial planning process for you and your family. Based in Hood River, Oregon, we are focused on the comprehensive financial needs of clients through all stages of their careers and beyond. By melding personalized wealth planning with an evidence-driven investment strategy, we create a secure environment in which clients can freely communicate their financial dreams, concerns and realities. In partnership with Buckingham, we apply our experience and resources to carefully manage those realities – upfront and through the years.
Our team has provided advisory services since 2005, previously as Hausman Advisors, before joining Buckingham in 2023. As fiduciary advisors, we specialize in a broad offering of wealth management services to households primarily in the Pacific Northwest. Our strategy is built on an exploration of our clients’ goals to build a financial plan backed by evidence. We then work collaboratively to put the plan into action. We believe that doing what’s best and what’s right for our clients should always be one and the same.
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Enjoy some of our latest resources
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October 29, 2024
Why This Time Isn’t Different
When investors start to worry about the direction of the market, does that mean it is time to make a change to your portfolio? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses why investors should avoid thinking “this time is different.”
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October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
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October 14, 2024
The Economic Outlook for Q4 2024
The U.S. economy has shown resilience, defying expectations of a recession that many have been predicting over the past several months. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
Watch the video