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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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

  • October 02, 2024

    Social Security Benefits: 5 Things Married Couples Should Know

    In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.

    Watch the video
  • October 01, 2024

    Are Risk and Return Always Related?

    A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains how this concept can help guide your investing decisions.

    Watch the video
  • September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article