Proudly Serving Texas Families

Austin

Buckingham Strategic Wealth offers wide-ranging, experienced advisory services in Austin that touch on our clients’ total financial life, all while keeping a singular focus — helping them achieve their most important goals. We understand everyone’s financial life is different, so we work with clients to understand their needs, identify opportunities and future needs, and plan holistic strategies and solutions.

Our team offers comprehensive, goal-oriented financial planning, investment, and tax-efficient advice grounded in close, one-on-one relationships and personalized service. Our goal is to provide each client with a path toward financial success and independence. For more than 17 years, our team has walked with the individuals and families we serve on their financial journey, offering direction and education so they have confidence when it comes to where they ultimately want to go.

Our Services
  • Wealth Management
  • Portfolio Design
  • Retirement Planning
  • Tax-Efficient Strategies
  • Fixed Income Portfolio Creation
  • Social Security Optimization Strategies
  • College Savings Plans
  • Wealth Transfer
  • Multigenerational Coordination
  • Insurance Policy Evaluation
  • Charitable Gifts Planning
  • Coordination with Other Consultants (CPA, Attorney)
  • Business and Succession Planning
  • Educational Resources and Events
Talk to an Austin Advisor
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Your Austin Team

As fee-only advisors, Buckingham embraces a fiduciary standard and that means providing objective guidance that isn’t clouded by commissions or selling products. The advice we provide is based on the latest academic and scientific research and, most important, our clients’ best interests.

Wealth Advisor Michelle Miller builds financial plans that are comprehensive and goal-oriented so clients can achieve their definition of financial success. She develops highly personalized relationships with her clients while collaborating with Buckingham’s nationwide network of specialists and tapping into a deep collection of resources.

Austin

P.O. Box 27601
Austin, TX 78755
512.657.6519
info@bamadvisor.com

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.