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

  • January 17, 2023

    2022’s Investment Lessons

    While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.

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  • January 17, 2023

    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

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  • January 17, 2023

    2023 Planning Considerations and Strategies for Individual Taxpayers

    Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.

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