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Buckingham Strategic Wealth

Financial and Investment Services in Palo Alto, CA

Financial and Investment Services

Contact us

Make a call
650-566-1121

Company Website

Store Hours

Monday:

08:00 AM - 05:00 PM

Tuesday:

08:00 AM - 05:00 PM

Wednesday:

08:00 AM - 05:00 PM

Thursday:

08:00 AM - 05:00 PM

Friday:

08:00 AM - 05:00 PM

Saturday:

Closed

Sunday:

Closed

What we offer

comprehensive wealth management,
asset management
retirement planning
financial planning
estate and trust planning
net worth development
investment planning
tax planning
business owner financial planning

Location

2409 Park Blvd,
Palo Alto , CA 94306 UNITED STATES

About Buckingham Strategic Wealth

Buckingham Strategic Wealth's Palo Alto team is more than a wealth 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 gives us a unique understanding of investing that we utilize in managing portfolios for clients. Our investment company has been serving clients in the Bay Area 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 specific goal and value. Contact our Palo Alto financial advisors today!