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 wealthy 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.
- Wealth Management
- Portfolio Design and Management
- Retirement Planning
- Tax-Efficient Strategies
- Wealth Transfer
- Multigenerational Coordination
- Insurance Policy Evaluation
- Charitable Gifting
- Business and Succession Planning