Austin

Proudly Serving Texas Families

Austin

4413 Spicewood Springs Rd
Suite 217
Austin, TX 78759

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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Enjoy some of our latest resources

  • September 21, 2023

    How Investor Expectations Are Driving Stock Prices

    For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.

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  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

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  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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