Walnut Creek

At Home in the East Bay

Walnut Creek

1600 South Main
Suite 220
Walnut Creek, CA 94596

Buckingham Strategic Wealth’s Walnut Creek team specializes in providing holistic wealth management that addresses the distinct needs of medical and dental professionals. We serve as strategic partners that can help every step of the way — from starting to building to transitioning a practice — as our clients plan out a course that gives them the financial freedom to enjoy retirement. By having a comprehensive plan that incorporates both their personal and professional financial needs, our clients enjoy peace of mind knowing they’re on the path toward achieving their most important goals. The Walnut Creek team joined Buckingham in 2018 but has been serving as trusted advisors to clients in the area for more than 20 years. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from our recommendations. 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.

Enjoy some of our latest resources

  • October 03, 2022

    Economic Brief: Labor Market Remains Tight As Global Risks Rise

    While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising rates again in September.

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  • September 29, 2022

    What Caused Market Volatility To Rise

    Although the recent volatility can be unnerving, it’s important to remember that it is impossible to accurately predict changes in the economy and how they might affect markets.

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  • September 26, 2022

    Five Reasons Your Financial Advisor Should Review Your Will

    Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.

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