Austin

Proudly Serving Texas Families

Austin

4413 Spicewood Springs Rd
Suite 217
Austin, TX 78759

Scenic nighttime view of the illuminated Austin skyline

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.
Scenic nighttime view of the illuminated Austin skyline

Hear what makes us different.

Discover what inspires the Austin team to provide a highly personalized experience for each client's unique needs and goals.

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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

  • July 15, 2024

    5 Ways to Plan For Estate Tax Law Changes

    The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.

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  • July 10, 2024

    Quarterly Outlook: Inflation Eases, Recession Risk Falls

    Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

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  • July 01, 2024

    Selecting Individual Stocks? 4 Questions to Consider

    Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?

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