Proudly Serving Texas Families
5810 Tennyson Parkway
Plano, TX 75024
The Buckingham Strategic Wealth team in Dallas provides comprehensive wealth management and planning services to help families identify financial goals and leave a legacy for the next generation. As retirement lifestyle planners and behavioral finance coaches, we help clients understand their feelings and values about money so we can build a customized financial plan tailored to the life they want to live. We carefully integrate with other advisors, helping build a strong foundation so clients' can pursue their goals.
The team has been serving the Dallas area since 1986, first as James Whiddon & Associates, later JWA Financial, and now as Buckingham. Today, we continue to provide individuals, families, business owners and charitable organizations with highly personalized service. We also offer specialized services for airline pilots, engineers, corporate executives and entrepreneurs to address the particular complexities of their financial lives.
Enjoy some of our latest resources
October 03, 2022
Economic Brief: Labor Market Remains Tight As Global Risks Rise
While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising rates again in September.Read the article
September 29, 2022
What Caused Market Volatility To Rise
Although the recent volatility can be unnerving, it’s important to remember that it is impossible to accurately predict changes in the economy and how they might affect markets.Read the article
September 26, 2022
Five Reasons Your Financial Advisor Should Review Your Will
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.Read the article