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

  • February 03, 2023

    Avoiding Fraud, Theft and Overcharges

    No small business owner wants to find out they’ve been a victim to fraud, especially if carried out by a trusted employee. Senior Tax Manager Shawn Williamson provides several tips on how to safeguard your company’s assets.

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  • February 02, 2023

    Assessing Whether A Private Equity Offer Supports Your Financial Plan

    Private equity offers come with considerable nuances and forward-looking opportunities. Because dental practice owners can only sell their practice once, they should not only understand the offer but also how the deal will fit into their financial plan.

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  • January 17, 2023

    2022’s Investment Lessons

    While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.

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