At Home in Palo Alto for More Than 15 Years

Palo Alto

For some of our clients, opportunity knocked early and their careers and family have taken off, while others’ sights are set on securing the next generation and succeeding their businesses. But for all our clients, a comprehensive financial plan is critical. They need a strategy that accounts for every aspect of their financial lives and every advisor in their worlds to help ensure the wealth they’ve earned creates the life they’ve imagined.

The Palo Alto office joined Buckingham Strategic Wealth in 2012, after 15 years of serving Northern California clients as Founders Financial Network. Buckingham Palo Alto clients work with a team devoted to helping maneuver every financial complexity and attend to every money-related detail so that our clients can simplify their lives and focus on what brings them joy.

Our Services
  • Holistic Wealth Management
  • Portfolio Management
  • Estate Planning and Wealth Transfer
  • Customized Fixed Income Portfolio Construction
  • Social Security Optimization Strategies
  • Multigenerational Planning
  • Education Savings Planning
  • Tax-Loss Harvesting
  • Insurance Policy Reviews
  • Cash Flow Plans
  • Coordination with Other Consultants (CPA, Attorney)
  • Business Planning Strategies
Talk to a Palo Alto Advisor

Your Palo Alto Team

Your Buckingham team, anchored by your advisors in Palo Alto but enhanced by Buckingham’s deep bench of multidisciplinary specialists, adheres to the fiduciary standard. That means we do what’s in the best interest of our clients all of the time. We’re proudly transparent, fee-only and a culture that refuses to sell products or be driven by commissions. All so that you know you’re getting the right advice for your situation every time.

Our team includes wealth advisors Jovita Honor, Edward Cho, Dan Taylor and Maureen Costello and is supported by dedicated portfolio and fixed income advisors has decades of combined experience serving individuals, businesses and institutions in Northern California.

Palo Alto

2445 Faber Place, Suite 250
Palo Alto, CA 94303
+1 (408) 418-4224
info@bamadvisor.com
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