Houston
Serving Texas Families
Houston
3773 Richmond Ave.
Suite 525
Houston, TX 77046
![skyscrapers in Huston during a summer day](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/houston.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370732&s=2da06e0a7f04ca0b39bbfac6fae42fe4)
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.
![skyscrapers in Huston during a summer day](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/houston.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370732&s=2da06e0a7f04ca0b39bbfac6fae42fe4)
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Your Houston Team
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
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Enjoy some of our latest resources
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June 17, 2024
Are You Ready to Retire? 4 Questions to Consider
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.
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June 03, 2024
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought
Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.
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May 20, 2024
Should You Hire a Professional to Manage Your Trust?
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
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