Austin

Proudly Serving Texas Families

Austin

7000 N Mopac Expy
Suite 200
Austin, TX 78731

Scenic nighttime view of the illuminated Austin skyline

Buckingham Strategic Wealth offers wide-ranging, experienced advisory services in Austin that touch on our clients’ total financial life, all while keeping a singular focus — helping them achieve their most important goals. We understand everyone’s financial life is different, so we work with clients to understand their needs, identify opportunities and future needs, and plan holistic strategies and solutions. Our team offers comprehensive, goal-oriented financial planning, investment, and tax-efficient advice grounded in close, one-on-one relationships and personalized service. Our goal is to provide each client with a path toward financial success and independence. For more than 17 years, our team has walked with the individuals and families we serve on their financial journey, offering direction and education so they have confidence when it comes to where they ultimately want to go.
Scenic nighttime view of the illuminated Austin skyline

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Discover what inspires the Austin team to provide a highly personalized experience for each client's unique needs and goals.

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Enjoy some of our latest resources

  • January 06, 2025

    The Top Investing Questions for 2025

    How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market continue its impressive climb? Explore the top investing questions for the year ahead and the potential implications for your portfolio.

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  • December 16, 2024

    Student Loan Repayment Outlook: What You Need to Know

    Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.

    Read the article
  • December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

    Read the article