Anna endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what she learns about you and your goals and an analysis of the current financial markets, Anna designs a customized investment portfolio based on recommendations made solely with your best interest in mind. Anna then takes the time to explain her recommendations and, once you are comfortable with your new plan, Anna puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Anna Buckhalter has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Anna understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Anna will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

A native of Austin, TX, Anna resides in Plano, TX. She is actively involved in the PTA at her daughters’ school and has taken part in fundraising for the National MS Society through their Bike MS events. Away from the office, Anna enjoys cycling, anything with her kids, and getting lost in a good book.