At Home in the East Bay

Walnut Creek

Buckingham Strategic Wealth’s Walnut Creek team specializes in providing holistic wealth management that addresses the distinct needs of medical and dental professionals. We serve as strategic partners that can help every step of the way — from starting to building to transitioning a practice — as our clients plan out a course that gives them the financial freedom to enjoy retirement. By having a comprehensive plan that incorporates both their personal and professional financial needs, our clients enjoy peace of mind knowing they’re on the path toward achieving their most important goals.

The Walnut Creek team joined Buckingham in 2018 but has been serving as trusted advisors to clients in the area for more than 20 years. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements from our recommendations. 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
  • Fixed Income Portfolio Construction
  • Social Security Optimization
  • Higher Education Savings
  • Cash Flow and Budget Planning
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gifting
  • Business and Succession Planning
Connect With Us

Your Walnut Creek Team

As CPAs and wealth advisors, we build tax-efficient portfolios and design financial plans that help clients preserve the wealth they work so hard to build. We continually monitor progress toward your goals and adjust as life plays out, always adhering to our evidence-based investment strategies.

Our team collaborates with Buckingham’s national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs. We also coordinate with other key professionals, such as attorneys, to provide integrated planning efforts.

Walnut Creek

1600 South Main, Suite 220
Walnut Creek, CA 94596
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We’re easy to find.