At Home in Texas for More Than 30 Years

Dallas

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.

Our 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.

Our Services
  • Holistic Wealth Management
  • Portfolio Design
  • Estate Planning and Wealth Transfer
  • Customized Fixed Income Portfolio Construction
  • Social Security Optimization Strategies
  • Education Savings Plans
  • Multigenerational Coordination
  • Tax-Efficient Strategies
  • Insurance Policy Evaluation
  • Charitable Gifting Planning
  • Coordination with Other Consultants (CPA, Attorney)
  • Business and Succession Planning
Contact a Dallas Advisor

Your Dallas Team

All our wealth advisors hold the CERTIFIED FINANCIAL PLANNERTM designation, considered the industry’s highest standard for financial planners. In addition, two of our advisors serve as Certified Kingdom Advisors® for clients who seek to integrate their finances with their Christian faith.

Our team, which includes wealth advisors Micky Reeves, Doug McCulley and Bethany Ketron, collaborates with Buckingham’s deep bench of multidisciplinary specialists, who provide added in-depth industry knowledge, to ensure we’ve covered all the aspects of our clients’ financial lives.

Dallas

5810 Tennyson Parkway
Suite 260

Plano, TX 75024
+1 (972) 661-3355
info@bamadvisor.com
Directions
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We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.