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

  • December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

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  • November 18, 2024

    Cybersecurity and Social Media: Keeping Your Financial Information Safe

    Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.

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  • November 04, 2024

    Budgeting Tips for the Holiday Season

    Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.

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