Palo Alto
Proudly Serving the Bay Area
Palo Alto
2409 Park Boulevard
Palo Alto, CA 94306
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.
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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
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May 01, 2024
Can an Actively Managed Mutual Fund Beat its Benchmark?
Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.
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April 22, 2024
The Value of a Financial Advisor: How to Consider the Costs and Benefits
Here’s what individual investors should know when assessing the value of working with a financial advisor.
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April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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