Palo Alto

Proudly Serving the Bay Area

Palo Alto

2409 Park Boulevard
Palo Alto, CA 94306

Stanford University bathed in the soft light of sunset

Buckingham Strategic Wealth’s Palo Alto team is more than a money management firm. Our holistic approach helps you plan and organize all aspects of your financial life and make smart, long-term financial decisions. We have built long-standing relationships with leading academics and professionals in finance which give us a unique understanding of investing that we utilize in managing portfolios for clients.

Our team has been serving clients in the Bay Area and around the country since 1991, previously as Dan Goldie Financial Services, before joining Buckingham in 2019. Our goal is to provide unbiased advice that is based on evidence, rather than emotion, and focused on each client’s specific goals and values.

Stanford University bathed in the soft light of sunset

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

  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

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  • May 01, 2024

    Can an Actively Managed Mutual Fund Beat its Benchmark?

    Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.

    Read the article
  • April 22, 2024

    The Value of a Financial Advisor: How to Consider the Costs and Benefits

    Here’s what individual investors should know when assessing the value of working with a financial advisor.

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