Proudly Serving Hood River
202 Oak St
Hood River, OR 97031
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.
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Enjoy some of our latest resources
February 27, 2024
Cybersecurity: How to Be Your Own Best Defense
Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.Watch the video
February 27, 2024
Buckingham Connects Quarterly Webinar: February 2024
Our thought leaders provide their outlook for the year, market performance, planning opportunities and strategies for 2024.Watch the video
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?Read the article