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Paladin Research Report For:

Dirk Gilliard

Buckingham Strategic Wealth

2409 Park Boulevard
Palo Alto, CA 94306
650-566-1111

About Dirk Gilliard

The essence of our approach is based on a pledge to act in your best interests.

This means making recommendations based on what decades of peer-reviewed financial research has shown to be the right way to invest. It means getting to know you, your family, your goals and your most important dreams. It means crafting a plan that touches on ? and improves ? the most important aspects of your life.

The cornerstone of our approach is our investment philosophy, which is built on a deep understanding of how to best capture the returns of the financial markets. Our approach is based on established facts and real evidence, not empty opinions or the media?s ?flavor of the month? speculation.

Investment planning is, of course, just one part of the Buckingham experience. How do your taxes impact your savings? Do you have the right insurance? Do you have an estate plan? Are you taking on the right amount of risk? As your trusted advisor, these are the questions we help you answer. Our goal is to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter.

We look forward to discussing with you how we can become your trusted financial advocate.

See Disclosures

General Information

Firm Start Year
  • 1994
No. of Employees
  • 100-499

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Arts - Political Economics
  • University of California Berkeley
    September 1985 -May 1990

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://buckinghamadvisor.com/terms-and-conditions/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1874923/paladinregistry-Buckingham-Strategic-Wealth-detailed-disclosure.html

Disclaimer

https://buckinghamadvisor.com/people/dirk- gilliard/

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