1900 W Kirkwood Blvd
Suite 2500C
Southlake, TX 76092

Buckingham Strategic Wealth’s Southlake team has decades of experience helping individuals with a wide range of backgrounds meet their goals. We take pride in putting people at ease when it comes to solving complex financial issues. Our broad experience allows us to always take a holistic view of the financial planning process. Above all, the Southlake team values objectivity and independence when providing advice to our clients. We are proud to work solely for our clients in their journey to make the best financial decisions possible.

The Southlake team has been serving the Dallas-Fort Worth metroplex and surrounding areas for over 20 years, previously as Clintsman Financial Planning before joining Buckingham Strategic Wealth in 2023. Clients come to our team for assistance in a variety of areas, including saving for retirement, reviewing investment allocations and minimizing income taxes. We specialize in creating cash flow spending plans, college funding advice and ongoing asset management, among other services.

Hear what makes us different.

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

Dig even deeper.

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?

    Read the article