Proudly Serving Hood River
202 Oak St
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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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
November 28, 2023
Is the 60/40 Portfolio Dead?
Kevin Grogan covers the current state of the 60/40 portfolio.Watch the video
November 21, 2023
Key Tax-Saving Strategies to Review Before Year-End
Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.Watch the video
November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.Read the article