Proudly Serving Morgan Hill
17190 Monterey St.
Morgan Hill, CA 95037
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 interest 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.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
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?Read the article
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.Read the article
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.Read the article