Southlake

FORMERLY THE TEAM AT CLINTSMAN FINANCIAL PLANNING

Southlake

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

  • September 23, 2024

    How to Align Your Charitable Giving With Your Values

    Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.

    Read the article
  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

    Read the article
  • August 26, 2024

    5 Reasons to Start Succession Planning for Your Business

    Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.

    Read the article