Emily Allen
CFP®
Buckingham Strategic Wealth
Wealth Advisor
Emily Allen
CFP®
Buckingham Strategic Wealth
Wealth Advisor
As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Emily Allen, CFP®
Forever standing on the side of our clients.
Buckingham Strategic Wealth is a fee-only, fiduciary wealth management firm providing comprehensive financial planning, investment management and holistic wealth planning to help clients build and protect their wealth through life’s transitions. Our highest aspiration is to help our clients fulfill their financial dreams. Our advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
Emily Allen is a planner at heart. That, coupled with an early interest in the science of evidence-based investing and a desire to assist others in navigating the complex world of personal financial planning, motivated her to enter the world of finance.
She finds the genuine connection that comes with helping clients create and execute a comprehensive plan to achieve their most important financial goals the most satisfying part of her day. As a wealth advisor in Buckingham Strategic Wealth’s Houston office, Emily guides clients through the financial planning process, including portfolio implementation, portfolio rebalancing, retirement cash flow plan analyses, risk management, tax planning and wealth transfer strategies.
For her, building a strong, enduring relationship with clients begins long before the start of any meeting. It originates with a deep understanding of the client’s most important values and goals, but it’s nurtured through translating that knowledge into thorough and effective solutions for any situation.
Emily joined Buckingham through the firm’s 2015 merger with Posey Capital of Houston, where she had been a Client Relationship Manager since 2011. Prior to assuming her role at Posey Capital, Emily served as a client service representative first for Oppenheimer & Co. and then for Brennan Financial Services. Before she worked at these firms, Emily was the office manager at two commercial and industrial auction companies in the Dallas area, Rosen Systems Inc. and Travis Mitchell Auctions.
Emily earned her bachelor’s degree in economics and finance from the University of Texas at Dallas in 2007. She also received an Executive Certificate in Financial Planning from Northwestern University’s School of Continuing Studies in 2013. Emily also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
A native of Dallas, Emily previously has volunteered with the Big Brothers Big Sisters program, and she continues youth mentorship work in her community.
Emily lives in Sugar Land, Texas, with her husband, Kenneth, and their daughters, Magnolia Jane and Coraline Reese. Outside of work, she enjoys being active, planning and hosting gatherings, and spending time with her family.
Emily Allen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Experience is everything.
Imagine having the freedom to focus your time and attention on the things that give you energy. We have spent decades closely following the market, economy, tax strategies and planning topics—so you don’t have to. Buckingham Strategic Wealth helps individuals, businesses, nonprofits and retirement plans owners achieve their most important life and financial goals by building holistic, evidence-based wealth plans.
First, we embark on a personal discovery process to uncover what’s important so we can DESIGN a plan customized to address your deepest wants and needs.
With academic research and financial science as the foundation, we BUILD a plan that’s the perfect fit, with distinct objectives and attainable action items.
Then, we PROTECT your plan by checking in to measure progress toward your goals and adjust as needed.
We are enthusiastic, unapologetic advocates of evidence. Your dreams and passions are too important to leave up to chance. Our offices serve as think tanks, where a kinetic mix of intelligence and diverse professional experience come together to benefit our clients.
We love working with data. Then those insights are put into play. We construct our portfolios out of diversified stock funds; high-quality bonds; and, in some cases, alternative investment strategies. We help you control what you can in your portfolio: taxes, fees and risk.
In addition to being fiduciaries who always work in your best interest, we are proudly fee-only. We do not receive compensation or commission for selling products. This model ensures we are always on the same side as our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Estate planning
- Risk Management
- Stock Equity Compensation
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Attorneys & Practice Owners
- Multiple Generation Families
- Medical Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Emily Allen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Emily Allen is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Emily Allen
Office Locations:
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2415 Sunset Blvd
Houston, TX 77005
