Morgan Hill

Proudly Serving Morgan Hill

Morgan Hill

17190 Monterey St.
Suite 202
Morgan Hill, CA 95037


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 interest 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.


Enjoy some of our latest resources

  • August 01, 2022

    Invest Like A Girl

    Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.

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  • July 26, 2022

    Economic Brief: All Eyes On Inflation For The Remainder Of 2022

    While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.

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  • July 18, 2022

    The “4 Rs” of Behavioral Finance

    Without pausing to engage the rational area of the brain when faced with a big decision, especially financial ones, you risk causing more harm than good.

    Read the article