Hood River
Proudly Serving Hood River
Hood River
202 Oak St
Suite 600
Hood River, OR 97031
Buckingham Strategic Wealth’s Hood River team is dedicated to bringing purpose to the financial planning process for you and your family. Based in Hood River, Oregon, we are focused on the comprehensive financial needs of clients through all stages of their careers and beyond. By melding personalized wealth planning with an evidence-driven investment strategy, we create a secure environment in which clients can freely communicate their financial dreams, concerns and realities. In partnership with Buckingham, we apply our experience and resources to carefully manage those realities – upfront and through the years.
Our team has provided advisory services since 2005, previously as Hausman Advisors, before joining Buckingham in 2023. As fiduciary advisors, we specialize in a broad offering of wealth management services to households primarily in the Pacific Northwest. Our strategy is built on an exploration of our clients’ goals to build a financial plan backed by evidence. We then work collaboratively to put the plan into action. We believe that doing what’s best and what’s right for our clients should always be one and the same.
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Your Hood River Team
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Karen Smith
CFP®, MBA
Wealth Advisor
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Jason Smith
CFP®, MSFP
Wealth Advisor
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Enjoy some of our latest resources
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April 10, 2024
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April 03, 2024
Will the Dominance of U.S. Equity Performance Prevail?
Jared Kizer sheds light on a topic that received a lot of attention in the late 2010s and has started to rear its head again over the last year – the performance of the U.S. market relative to other asset classes.
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