Houston

Serving Texas Families

Houston

3773 Richmond Ave.
Suite 525
Houston, TX 77046

skyscrapers in Huston during a summer day

Buckingham Strategic Wealth's Houston team offers a highly personal, consultative fee-only wealth management process that defines our clients’ financial goals and designs a comprehensive financial plan to help accomplish them. Clients work side by side with a dedicated team in Houston. Together, we will build a customized plan that addresses all aspects of your financial life – portfolio management, retirement planning, business planning, risk management, education funding, income tax planning, estate planning and gifting. We pull this information together, organize it, explain it and then make an objective recommendation. With that, clients can confidently make well-informed decisions.

The Houston office joined Buckingham in 2015 through its acquisition of Posey Capital Management. Since 2001, our team has served as a trusted advisor to our clients, helping them find the peace of mind that comes from understanding their investments and making smart financial decisions. Today, we continue to focus on serving successful individuals and families in Houston to safeguard their financial futures.

skyscrapers in Huston during a summer day

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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

  • February 26, 2024

    How Your Advisor Can Build a Plan Based on Your Values

    Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?

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  • February 12, 2024

    5 Financial Planning Tips for Welcoming a Baby

    When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

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  • January 29, 2024

    How to Protect Children from Identity Theft

    According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.

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