Alicia McHugh

Associate Wealth Advisor

Alicia McHugh

Professional Certifications

  • CIPM

About Alicia

After a decade in the financial services industry, Alicia McHugh found herself drawn to the client experience, wanting to help and guide people as they shape their futures. As an associate wealth advisor, she’s there to understand all the parts of a client’s complicated puzzle, to put the pieces together in a way that helps them achieve their financial goals. She prides herself on being able to help clients understand their financial issues and determine how to build a financial plan that will best work for them.

Previously, Alicia served on the portfolio strategy team and as a relationship manager for Loring Ward. In 2018, following the merger of Loring Ward and BAM Advisor Services, she was a practice management associate for the newly unified Buckingham Strategic Partners. There, she was responsible for creating and delivering high-quality, industry-leading insights and training programs to help advisors deliver a better wealth experience. Today, she practices what she preached as she works with all types of clients, no matter where they are on their financial journey. Whether they’re enjoying retirement, planning their legacy or purchasing their first home, Alicia finds each step of the process exciting and rewarding.

Alicia holds a bachelor’s degree in finance from Santa Clara University. She holds a Certificate in Investment Performance Measurement designation. Outside of Buckingham, she and her husband, Justin, have a daughter, Madison, and rescue dog, Ricky Bobby. The entire family are avid sports fans, cheering on their beloved San Jose Sharks and San Francisco 49ers. When not watching sports, they enjoy the great outdoors as much as possible, including an annual trip to Yosemite and Northern Michigan.