Hood River

Proudly Serving Hood River

Hood River

202 Oak St
Suite 600
Hood River, OR 97031

Hood river with a mountain in the background

Buckingham Strategic Wealth’s Hood River team is dedicated to bringing purpose to the financial planning process for you and your family. Based in Hood River, Oregon, we are focused on the comprehensive financial needs of clients through all stages of their careers and beyond. By melding personalized wealth planning with an evidence-driven investment strategy, we create a secure environment in which clients can freely communicate their financial dreams, concerns and realities. In partnership with Buckingham, we apply our experience and resources to carefully manage those realities – upfront and through the years.

Our team has provided advisory services since 2005, previously as Hausman Advisors, before joining Buckingham in 2023. As fiduciary advisors, we specialize in a broad offering of wealth management services to households primarily in the Pacific Northwest. Our strategy is built on an exploration of our clients’ goals to build a financial plan backed by evidence. We then work collaboratively to put the plan into action. We believe that doing what’s best and what’s right for our clients should always be one and the same.

Hood river with a mountain in the background

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Enjoy some of our latest resources

  • July 22, 2024

    The Economic Outlook for Q3 2024

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

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  • July 19, 2024

    Buckingham Connects Quarterly Webinar: July 2024

    Our thought leaders share their perspectives on markets, the economic outlook and planning opportunities in the months ahead.

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  • July 15, 2024

    5 Ways to Plan For Estate Tax Law Changes

    The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.

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