With a career in wealth management spanning three decades, Dirk takes an educational and consultative approach to providing advice. He incorporates the principles of modern finance as well as academic and professional research to help guide his clients through the often complex and counterintuitive world of investing and personal finance.As a wealth advisor, Dirk provides guidance to individuals and families throughout Silicon Valley and across the U.S. With the help of Buckingham’s deep bench, he creates holistic financial plans that address wealth and portfolio management, stock options strategies, tax strategies, wealth transfer considerations, real-estate consultation and retirement planning.We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists andnational thought leaders committed to delivering on the promise of true wealth management. As aRegistered Investment Advisor, the essence of our approach is based on a pledge to act in the bestinterest of our clients, including individuals, businesses, trusts, nonprofit organizations, health careprofessionals and retirement plans. We put the power of evidence-based investing and thoughtful,multi-faceted planning to work for our clients, helping them safeguard their financial futures andachieve their most important goals.What I post here is my opinion, not the opinion of my employer.

Dan Goldie Financial Services is an independent financial advisor, financial planner, and investment advisor based in Palo Alto, California. Recently named one of the Top RIA's in the U.S. by both Barron’s Magazine and the Financial Times, DGFS manages approximately $845 million for approximately 330 individuals and families. With clients throughout the country, we take an educational, consultative approach to providing advice helping individual investors and families make smart decisions and realize their investment goals. Briefly, here are few points to better acquaint you with our firm: • Independent: As an independently owned and operated business, our allegiance is solely to you. We are not owned by or affiliated with any other entity, so our advice and creativity is unconstrained.• Experienced: We have advised hundreds of investors over the last 25 years and been frequently recognized as one of the top financial advisors in the United States.• Fiduciary: we have a legal, fiduciary duty to put your interests first. We always act in the best interests of our clients.• Holistic: In addition to investment advice, we also provide complete personal financial planning to help you and your family make smart overall decisions with your money.• Collaborative: It is our passion to work together with you to solve your financial problems. We are trusted advisors and educators, and do not sell any financial products.• Efficient: We outsource all administrative activities to allow us to focus exclusively on your needs. • Focused: We prudently manage your investment assets using proven, time-tested strategies, and help you simplify and organize your financial life. We want you to have peace of mind now and in the future.• Responsive: Our priority is to be available when you need us, both in person, over the phone, and electronically, to provide you with timely advice and respond promptly to your needs.