Serving Texas Families
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
August 01, 2022
Invest Like A Girl
Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.Read the article
July 26, 2022
Economic Brief: All Eyes On Inflation For The Remainder Of 2022
While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.Read the article
July 18, 2022
The “4 Rs” of Behavioral Finance
Without pausing to engage the rational area of the brain when faced with a big decision, especially financial ones, you risk causing more harm than good.Read the article