Niels Buksik, CFP®

Life is complicated enough, we are here to make yours easier!

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ANCHORY Niels Buksik, CFP®
Southlake, Texas

Serving Clients Nationwide

Life is complicated enough, we are here to make yours easier!

Areas of Focus

  • Education Funding
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Living in Retirement

About Me

Hi, I'm Niels Buksik, the Founder and CEO of ANCHORY.

After spending several years with some of the biggest financial institutions and seeing how they care more about their bottom line than doing what's right for their clients, I decided to start ANCHORY.

My passion is helping people realize their dreams for financial success through education and coaching. I believe that it is my job to make you feel better about yourself, your situation, and the world around you by providing financial guidance in an approachable and positive manner.

On a personal note, my wife Rabea and I reside in Texas with our child and three dogs. When I'm not working, I enjoy spending time with my family, playing tennis and golf, doing CrossFit, as well as drinking wine with a great group of friends.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

76092

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

ANCHORY's mission is to provide our clients with financial guidance and coaching throughout all their life stages to empower them to make the right decisions at the right time. Providing comprehensive financial services, we have been serving affluent and active lifestyle US-based families for years.

Based in Southlake, Texas, ANCHORY was established with a vision to build true client relationships - we won’t just coach you from afar, but rather we’ll walk beside you every step of the way. We are committed to you; to maintain our exceptional service, we place a premium on accessibility and make ourselves available to you, your family, and your business at your convenience.

Understanding that personal situations and goals can change overnight, we strive to provide you the assurance that we’ll be here whenever you need us. We believe that transparency and great communication are paramount to a successful relationship. Our goal is to be your most trusted financial advisor.

The Anchory Difference:

Look, life is complicated enough, we are here to make yours easier!

Just because everything is constantly changing, doesn’t mean that money has to be complicated. We'll make sure that any changes in life or market conditions don’t throw you off your financial game.

Our process considers the money that you need now, the money that you need for later, and the money that you would like to leave for others; and incorporates maximum flexibility and responsiveness to be able to handle anything that life or the market keeps throwing at us.

So, let's build your own ANCHORY financial game plan.

Education

The University of Texas at Arlington - College of Business, Bachelor’s Degree, International Business, Finance

Badges

Languages

  • English
  • German

Hobbies and Interests

  • Family
  • Golf
  • Tennis
  • Wine
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Intergenerational Families
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Women in Transition
  • Women Professionals
  • Women’s Finance