Fresno

Proudly Serving Fresno

Fresno

516 West Shaw Avenue
Suite 200
Fresno, CA 93704

Night view of United Security Bank building in Fresno, CA, with cityscape background

We believe choosing the right advisor may be one of the most important financial decisions you make. At Buckingham Strategic Wealth, we take the time to really get to know you so that we can create a holistic wealth plan that reflects what is most important to you. Our collaborative approach centers on your future and is intended to help you gain greater clarity on your life goals and challenges through education and insights from our experienced advisors. Whether your goals include building wealth, enjoying a comfortable retirement, paying for your children’s college education, setting up your family legacy or maximizing the return on your business investment – your holistic, evidence-based wealth plan should be clearly defined and built on a solid foundation with your best interests first. We are dedicated to objectively working as an advocate and fiduciary for our clients, developing prudent strategies to assist in attaining your specific wealth management, retirement and financial planning goals.
Night view of United Security Bank building in Fresno, CA, with cityscape background

Dig even deeper.

What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • February 26, 2024

    How Your Advisor Can Build a Plan Based on Your Values

    Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?

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  • February 12, 2024

    5 Financial Planning Tips for Welcoming a Baby

    When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

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  • January 29, 2024

    How to Protect Children from Identity Theft

    According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.

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