Buckingham Strategic Wealth

About
- ApproachChanging your life with one simple promise.
- Investment StrategyInvesting with evidence is investing with confidence.
- Business ModelBuilding a team around you.
- AlliancesCollaborating with a wide range of strategic partners.
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- Individuals and FamiliesYour financial well-being is about more than investments – so we’ll take a look at your total financial picture to help you find peace of mind.
- InstitutionsWe’re proud to provide financial guidance to a wide range of nonprofit organizations, helping them support and expand their important missions.
- Plan SponsorsAs an independent fiduciary partner, we help you secure and increase the value of your company’s retirement plan.
- Dental Practice OwnersYou face unique financial challenges at every stage of your career. We provide the clear, unbiased advice you need to succeed on your terms.
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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

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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.

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