We Welcome JWA Financial Group

Author and JWA founder Jim Whiddon joins our growing ranks of national thought leaders.

We are excited to announce the latest firm to join forces with Buckingham. JWA Financial Group, based in Dallas, is a $400 million Registered Investment Advisor firm.

We’ve been engaged in talks with JWA Financial for several months. It became apparent as we got to know each other that we share a common belief at our core — acting in our clients’ best interests at all times. We also got to see firsthand how JWA Financial’s values, culture and business vision align with ours.

This news is truly a win-win for everyone. JWA Financial will now have instant access to the intelligence, experience and strategic alliances we have been building since 1994. We get to add even more talent to our already deep bench of advisors. Most of all, the clients of both firms will benefit from the additional resources at their disposal to serve all their wealth management needs.

Of particular interest is the role Jim Whiddon, founder of JWA Financial, will have within our firm. Jim joins Buckingham not only as a wealth advisor, but also as one of our growing number of national thought leaders. He has written two books — “Wealth Without Worry” and “The Investing Revolutionaries” — and was previously the host of the daily economic and investment talk show The Investing Revolution on CNN 1190. He joins Larry Swedroe, Carl Richards and Dan Solin in our quest to educate everyone on what an evidence-based approach means not only for their investments, but also for their quality of life.

We welcome our newest firm and look forward to continuing to deepen and broaden our level of services to our clients.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2013, The BAM ALLIANCE

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Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

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