Proudly Serving the Bay Area

Stanford

Buckingham Strategic Wealth’s Stanford 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.

Our Services
  • Wealth Management
  • Portfolio Design and Management
  • Retirement Planning
  • Tax-Efficient Strategies
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gifting
  • Business and Succession Planning
Contact an advisor
Dan Goldie, CFP<sup>®</sup>, CFA<sup>®</sup>
Wealth
Advisor
Dan Goldie, CFP®, CFA®
Dirk Gilliard
Wealth
Advisor
Dirk Gilliard
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Your Stanford Team

As experienced wealth advisors, we apply principles from academic research and financial science to manage globally diversified, asset class portfolios for individuals and families with unbiased, comprehensive financial planning advice.

Our team is led by Wealth Advisor Dan Goldie, a well-known and influential figure in financial services who has coauthored two books on investing, including the #1 New York Times bestseller, The Investment Answer, with Gordon Murray. We collaborate with Buckingham’s national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs.

Stanford

2409 Park Blvd.
Palo Alto, CA 94306
650.566.1121
info@bamadvisor.com
Directions
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We’re easy to find.

Insights

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.