Southlake

Greg Lanier

CFP®

Wealth Advisor

1900 W Kirkwood Blvd, Suite 2500C
Southlake, TX 76092

Greg Lanier
Greg Lanier

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER professional

About Greg

As an advisor, Greg helps clients prioritize their most important life goals and walks alongside them as someone they can trust to accomplish them. He takes great pride in being part of a team that helps others determine financial needs they otherwise wouldn’t have seen on their own.

Prior to joining Buckingham Strategic Wealth, Greg was a financial advisor at Clintsman Financial Planning, a firm he joined in 2018. Before that, he worked for an independent wealth management firm in Dallas. There, he served high-net-worth clients, executives, and business owners with their financial planning needs.

Greg graduated from Texas A&M University with a Bachelor of Business Administration in finance as well as his certificate in financial planning. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside the office, he serves on the Dallas-Fort Worth Financial Planning Association’s board of directors and was recently named by his peers in D Magazine’s list of the “Best Financial Planners in Dallas” for 2022. He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.

He is originally from Aledo, Texas, and currently resides in Fort Worth. Greg and his wife, Victoria, attend Watermark Community Church. He enjoys hiking in the mountains, backpacking, competing in triathlons and ultramarathons and spending time with family. He’s also a fan of Texas A&M athletics and Texas Rangers baseball.

Book an appointment with Greg