Buckingham Strategic Wealth believes choosing the right financial advisor may be one of the most important financial decisions you make. At our Morgan Hill wealth management firm, we take the time to get to know you to create a wealth plan that reflects what is important to you. Our collaborative approach centers on your future to help you gain greater clarity on your life goals and challenges. Our fee-only financial planners in Morgan Hill provide insight and education for your financial future. 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. Call our investment company today!

Services:

comprehensive wealth management

asset management

retirement planning

financial planning

estate and trust planning

net worth development

investment planning

tax planning

business owner financial planning

Buckingham Strategic Wealth, financial planner, listed under "Financial Planners" category, is located at 17190 Monterey St Suite 202 Morgan Hill CA, 95037 and can be reached by 8007005255 phone number. Buckingham Strategic Wealth has currently no reviews.

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2,074.28 mi away 4 hours and 46 minutes by plane

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Frequently Asked Questions about Buckingham Strategic Wealth

Is Buckingham Strategic Wealth open on Sunday or Saturday?

Buckingham Strategic Wealth is closed on Sunday and Saturday.
Buckingham Strategic Wealth is open Mon-Thu 8:00 AM-5:00 PM, Fri 8:00 AM-4:00 PM.

Who is your ideal client?

With a tailored, evidence-driven approach to investing, advising and financial strategies, Buckingham caters to clients who desire a white-glove money management experience. We offer services for individuals, families, retirement plans, institutions, endowments and medical practice owners with complex financial needs.

Do you specialize in any specific area of wealth management?

Multi-faceted, intricate and complicated situations require next-level wealth management from highly trained and experienced professionals, and we are here to help. We are constantly evolving, refining and growing our comprehensive list of specialties. Currently, our menu includes: • Planning Through Divorce • LGBTQ Financial Planning • Special Needs Planning • Practice-Integrated Wealth Management • Faith-Based Wealth Management • Sudden Wealth

What makes Buckingham different?

Our data-driven, customized strategies are based on decades of scientific, peer-reviewed research, not intuition. Buckingham’s evidence-driven approach to investment and planning, the vision of our thought leaders and the shared knowledge and collective experience of our advisors are key components of our unique approach to wealth management. We are motivated not by how many assets we manage, but how many lives we improve. Plus, as a fiduciary, we personally and legally pledge to always put our clients’ needs first.

How do you charge for your services?

Buckingham has proudly been a fee-only fiduciary management firm since we opened our doors nearly 30 years ago. This means we sell no financial products and receive no commissions from any source. Instead, we’re solely in the business of advice. Our fees from clients are based on a percentage of our managed client assets in any given year and cover all our investment management and financial planning services.

What services do you offer?

Our extensive service offerings include comprehensive wealth management, asset management, retirement plans and institutional advisor services: • Net Worth Development • Retirement Planning • Estate & Trust Planning • Investment Planning • Business Owner Planning • Tax Planning • Education Planning • Charitable Giving • Health & Insurance Planning For more complex challenges, we have experienced team members who focus on integrated tax solutions, specialty practice areas and business solutions.

Buckingham Strategic Wealth - Morgan Hill, CA 95037 - (800)700-5255 | ShowMeLocal.com

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Buckingham Strategic Wealth

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