McKinney, TX Office
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Succession Financial, Inc
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About
Succession Financial, Inc. is a registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation and filing services, and reported about $210 million in discretionary assets across roughly 173 client relationships.
The firm combines fundamental analysis and modern portfolio theory with a mix of passive and active strategies, constructs portfolios from stocks, bonds, mutual funds, ETFs and annuities, and may engage outside managers for portions of client accounts. Clients receive ongoing account supervision with the ability to impose written investment restrictions, and the firm discloses use of options and other derivatives in certain strategies and accounts.
Noteworthy for a firm of its size, Succession sponsors a wrap fee program and discloses using derivatives in separately managed accounts—features that are uncommon among peers. The firm also offers in‑house tax preparation services and notes that a firm principal holds an insurance license (although the firm states that insurance products will not be sold to clients), and it generally requires clients to custody assets at a recommended institutional custodian.
Based on Succession Financial, Inc
Expertise
Based on Succession Financial, Inc
Location
300 E. Davis Street, Ste. 152
McKinney TX 75069
Advisors at this office
2
Advisors at this office
Clark B
CFP®, Series 65
McKinney, TX
Succession Financial, Inc
Clark Buchanan is a CFP® and Series 65 licensed advisor at Succession Financial, Inc. with three years of industry experience. He previously worked at Moss, Luse & Womble, LLC for six years and spent four years at Dallas Baptist University in various capacities. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental analysis and modern portfolio theory with both passive and active strategies, offering discretionary investment management, financial planning, retirement plan consulting, and tax preparation services.
Eric W
CFP®, ChFC®, Series 63
McKinney, TX
Succession Financial, Inc
Eric Wolfe is a CFP® and ChFC® with 30 years of industry experience. He has worked at Succession Financial, Inc. since 2018 and previously spent 20 years at Ameriprise and 10 years at WealthStar Advisors, LLC. He is based in McKinney, TX. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a blend of fundamental analysis and modern portfolio theory using a mix of passive and active strategies and manages approximately $210 million in discretionary assets.
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