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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Enjoy some of our latest resources
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March 13, 2024
Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges
There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.
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March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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March 05, 2024
5 Common Questions When Buying a Home
In this webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what to consider when deciding if you are ready to buy a new home this year.
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