November 15, 2024
Texas offices named on D Magazine’s 2024’s Best Financial Planners and Top Wealth Managers lists
St. Louis, MO-On November 4, 2024, D Magazine announced Buckingham’s Southlake and Plano offices were named to two different lists in the Dallas-Fort Worth area.
For the past several years, Wealth Advisors Bryan Clintsman, CFP®, Kyle Imhof, CFP®, and Greg Lanier, CFP® have been included in D Magazine’s Best Financial Planners List. In 2024, Ben Jones, CFP® has also been recognized on the list.
Nominations for inclusion on the Best Financial Planners list are provided by members of the Dallas-Fort Worth chapter of the Financial Planning Association. Members are encouraged to nominate whom they believed to be the most skilled and experienced Certified Financial Planners in the region. To view the full list of Best Financial Planners, click here.
And for the first time, the Plano office has been included on the publication’s Top Wealth Managers list. Top Wealth Managers are selected based upon assets under management, client retention rate, disciplinary history and more. To view the list of Top Wealth Managers, click here.
To learn about the nomination process, click here.
Third party rankings and recognition from rating services are no guarantee of future investment success. Working with a highly rated advisor or advisory firm does not ensure that a client or prospective client will experience a high level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation or experience.
Bryan Clintsman, Kyle Imhof, and Greg Lanier have been included in the annual Best Financial Planners list since 2004, 2018, and 2022 respectively.
These awards are published annually by D Magazine. The awards are given based off peer nominations of financial professionals which are then reviewed by an anonymous panel.
Top Wealth Managers are selected based off the criteria of: total assets under management for individual clients of at least $100 million, average assets under management per client of at least $1 million, 95% client retention rate over the last two years, no current disciplinary actions, all firms or teams must have been in existence for at least five years and must hold themselves out as fiduciaries for their clients.
The awards given do not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither The Colony Group, LLC d/b/a Buckingham Strategic Wealth or the associates who were awarded pay a fee to D Magazine in exchange for inclusion in the magazine ranking. The Colony Group, LLC d/b/a Buckingham Strategic Wealth nor its employees are affiliated with D Magazine. R-24-7882