Dallas

Proudly Serving Texas Families

Dallas

5810 Tennyson Parkway
Suite 260
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

  • June 05, 2023

    Levers and Landmines of Annuity Products

    Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?

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  • May 18, 2023

    Pre-Tax or Roth? Your 401(k) Options Explained

    Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).

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  • May 08, 2023

    Private Equity and the Fear of Missing Out

    Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.

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