Buckingham Morgan Hill
Proudly Serving Morgan Hill

Morgan Hill

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Envestnet | TD Ameritrade | Schwab

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 interests 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.

Our Services
  • Retirement Planning
  • Portfolio Design and Management
  • Tax-Efficient Strategies
  • Estate Plan Review
  • Cash Flow Planning
  • Customized Fixed Income Portfolio Construction
  • Social Security Optimization
  • Multigenerational Planning
  • Higher Education Savings
  • Coordination with Other Professionals (CPA, Attorney)
  • Insurance Review
  • Charitable Gift Planning and Family Legacy Planning
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Your Morgan Hill Team

Our team focuses on you, your life, and how we can help you achieve what matters most to you. We believe your strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. As fiduciaries, we are committed to doing what’s in the best interest of our clients all the time. We’re proudly transparent, fee-only and a culture that refuses to sell products or be driven by commissions — just solid, long-term financial advice. We build comprehensive plans based on evidence. We believe you should expect objective, efficient and unbiased solutions and we seek to exceed those expectations.

Our team collaborates with Buckingham’s deep bench of financial planning and investment specialists across the country to implement strategies that solve for even the most complex financial needs. We also coordinate with other key professionals, such as attorneys and CPAs, to provide integrated planning efforts to ensure we’ve covered all the aspects of our client’s financial lives.

Morgan Hill

17190 Monterey St., Suite 202
Morgan Hill, CA 95037

We’re easy to find.


Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.