Stephen Trousdale

CFP®, CRPC®

Buckingham Strategic Wealth

Wealth Advisor

Stephen Trousdale

CFP®, CRPC®

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. - Stephen Trousdale, CFP®, CRPC®

(972) 661-3355

Forever standing on the side of our clients.

Meet Stephen Trousdale

Stephen Trousdale helps his clients find peace of mind by designing custom strategies that put them on a path to financial freedom. As a fiduciary, he builds deep relationships with clients that are founded on trust and integrity, so they can be assured their best interests always come first.

Stephen has a passion for working with clients to craft and execute comprehensive, evidence-based plans that are consistent with their long-term financial goals. Whether related to portfolio management, wealth transfer, risk management or tax strategy, he is always seeking opportunities to address clients’ complex and challenging issues with practicable solutions.

Stephen brings more than 10 years of experience in financial services. Prior to joining Buckingham Strategic Wealth in January 2015, he spent six years at GuideStone Financial Resources, most recently as a senior mutual fund analyst. Stephen earned his bachelor’s degree in finance from Baylor University in 2008 and a certificate in financial planning from Southern Methodist University in 2011. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ professional designations.

Outside of work, Stephen enjoys spending time with friends and family, getting outdoors as much as possible, traveling, and rooting for Baylor University and his hometown Dallas sports teams.

Stephen Trousdale 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Stephen Trousdale is a NAPFA-Registered Financial Advisor

    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.

Contact Stephen Trousdale

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Office Locations:

  • 5810 Tennyson Pkwy
    Ste 260
    Plano, TX 75024

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