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.
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Discover what inspires the Dallas team to provide a highly personalized experience for each client's unique needs and goals.
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
February 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.Read the article
January 29, 2024
How to Protect Children from Identity Theft
According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.Read the article
January 15, 2024
Top 10 Investment Lessons of 2023
Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.Read the article