Palo Alto

Proudly Serving the Bay Area

Palo Alto

2409 Park Boulevard
Palo Alto, CA 94306

Stanford University bathed in the soft light of sunset

Buckingham Strategic Wealth’s Palo Alto team is more than a money management firm. Our holistic approach helps you plan and organize all aspects of your financial life and make smart, long-term financial decisions. We have built long-standing relationships with leading academics and professionals in finance which give us a unique understanding of investing that we utilize in managing portfolios for clients.

Our team has been serving clients in the Bay Area and around the country since 1991, previously as Dan Goldie Financial Services, before joining Buckingham in 2019. Our goal is to provide unbiased advice that is based on evidence, rather than emotion, and focused on each client’s specific goals and values.

Stanford University bathed in the soft light of sunset

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

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Enjoy some of our latest resources

  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

    Read the article
  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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  • August 14, 2023

    Maximizing Health Care Savings in Retirement With an HSA

    A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.

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