Houston

Serving Texas Families

Houston

2415 Sunset Boulevard
Houston, TX 77005


Buckingham Strategic Wealth's Houston team offers a highly personal, consultative fee-only wealth management process that defines our clients’ financial goals and designs a comprehensive financial plan to help accomplish them. Clients work side by side with a dedicated team in Houston. Together, we will build a customized plan that addresses all aspects of your financial life – portfolio management, retirement planning, business planning, risk management, education funding, income tax planning, estate planning and gifting. We pull this information together, organize it, explain it and then make an objective recommendation. With that, clients can confidently make well-informed decisions.

The Houston office joined Buckingham in 2015 through its acquisition of Posey Capital Management. Since 2001, our team has served as a trusted advisor to our clients, helping them find the peace of mind that comes from understanding their investments and making smart financial decisions. Today, we continue to focus on serving successful individuals and families in Houston to safeguard their financial futures.

Enjoy some of our latest resources

  • 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.

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  • September 07, 2022

    How To Start Strategizing for Charitable Giving Season

    Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.

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  • August 29, 2022

    How to Find an Advisor You Can Trust

    Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.

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