Areas served: Irving, Fort Worth, Frisco, McKinney, Plano, Dallas
Financial advisors across the DFW area serve the region's affluent professionals, business owners, and retirees, offering investment management, retirement planning, and wealth strategies. The concentration of corporate headquarters and successful entrepreneurs in Dallas and Plano creates strong demand for sophisticated financial guidance.
GDS Wealth Management is a fee-only fiduciary financial advisory firm in Flower Mound serving clients with $1M+ in investable assets. Led by Glen Smith with over 20 years of experience, the firm provides personalized financial planning, investment management, and legacy planning designed around each client's goals and values. With a 99% client retention rate and $1.84B in assets under management, GDS focuses on building trust-based relationships and delivering clear guidance through complex financial decisions.
Strittmatter Wealth Management Group is a fiduciary financial advisory firm serving individuals, families, and business owners in the Fort Worth area. Led by CEO and Chief Investment Officer Josh Strittmatter, the firm offers comprehensive wealth management including financial planning, investment management, tax strategy, estate planning, business planning, and employee benefits consulting. They distinguish themselves through personalized planning that considers the complete financial picture, ongoing financial education, and a collaborative team approach focused on building long-term client relationships.
Preston Financial Group is a Frisco-based accounting and financial services firm specializing in bookkeeping, tax preparation, payroll management, and real estate accounting for small businesses and individuals. Led by Mason, the firm offers hands-on guidance and acts as an unofficial CFO for clients, helping them understand cash flow, profit margins, and tax planning while finding practical ways to save money. With over a decade of experience across multiple industries, Preston Financial Group is known for accessibility, clear communication, and long-term partnerships that help businesses grow with confidence.
Dario Montoya, The Financial Guru, is a financial life coach and business mentor based in North Richland Hills serving the Arlington and surrounding areas. He specializes in helping entrepreneurs and business owners achieve financial success through personal financial planning, business mentorship, and debt assistance strategies. His approach combines financial guidance with life coaching principles, focusing on helping visionary individuals build profitable, purpose-driven businesses and reach six to seven-figure income levels.
DHL Wealth Management is a boutique financial advisory firm in Richardson specializing in comprehensive retirement planning, estate planning, and tax-efficient wealth preservation. Led by seasoned, licensed advisors with decades of experience, they create personalized retirement roadmaps and provide guidance on portfolio management, life insurance, Medicare planning, and annuities. Their fiduciary-focused approach emphasizes long-term client relationships and in-house legal coordination rather than sales-driven advice.
Mills Wealth Advisors is an independent financial planning firm in Southlake serving busy families, business owners, and individuals across North Texas for over 25 years. Led by a team of CFP® professionals and CPAs with 56 years of combined experience, they provide comprehensive wealth management, retirement planning, tax strategy, exit planning, and investment advisory services with a fiduciary mindset. Their Financial Clarity Process helps clients develop customized plans tailored to their unique goals, and their Lifetime Income Planning Process specifically addresses ensuring portfolios last throughout retirement.
Nexus One Financial Advisors is a Plano-based financial advisory firm offering comprehensive wealth management and investment guidance tailored to clients' values and financial goals. They provide integrated financial strategies covering multiple aspects of financial planning, supported by weekly market insights, expert analysis, and ongoing client engagement through educational events and resources. Their holistic approach helps clients build clarity and confidence across their complete financial picture.
Retirement Planners of America's Fort Worth office provides comprehensive retirement planning and financial advisory services led by CFP-certified advisors Robert Tunnell, Michael Lutz, and Benjamin Newport. The team specializes in helping clients develop personalized retirement strategies and investment management plans through a consultative approach. With a dedicated client service team and deep expertise in retirement-focused financial planning, they work to ensure clients are prepared for their financial future.
Creative Planning is an independent wealth management firm serving Dallas-Fort Worth clients with comprehensive financial planning, investment management, tax planning, estate planning, and risk management. The firm's Dallas team of CFP-certified wealth managers works with high-net-worth individuals and families to integrate all aspects of their financial lives into customized, actionable plans. They offer family office services, strategic charitable giving solutions, and personalized wealth preservation strategies tailored to each client's unique goals.
Blair Financial Advisors is an independent financial advisory firm based in Wylie, TX, serving clients throughout the Dallas-Fort Worth area. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individual client needs. The firm is known for personalized service and a client-focused approach to wealth management.
Sullivan Financial Partners is an independent financial advisory firm based in Southlake, TX, specializing in comprehensive wealth management and financial planning for individuals and families. Their team of experienced advisors works closely with clients to develop personalized investment strategies, retirement planning, and financial goals aligned with each client's unique circumstances. They pride themselves on a fiduciary approach and personalized service tailored to each client's needs.
North Texas Wealth Management is a financial planning firm founded in 1968 that specializes in personalized wealth management, retirement planning, and investment management for individuals and families. Led by experienced advisors including Mike Crews, Rob Cody, and a collaborative team, they provide comprehensive financial guidance through life transitions, tax management, and disciplined investment execution. With over 50 years of experience, $1B+ in client assets, and a 99% client retention rate, they focus on building multi-generational wealth through structured planning and proactive guidance tailored to each client's evolving goals.
Cremé Wealth is a fee-only financial advisory firm in Plano serving North Dallas professionals, pre-retirees, and entrepreneurs. They provide comprehensive wealth planning including investment management, retirement planning, estate coordination, tax-aware strategies, and business succession planning. Operating as a fiduciary with transparent asset-based fees and no commissions, they offer a family office experience with integrated legal, tax, and investment support to help clients align their wealth with their values.
Chadwick Financial provides comprehensive wealth management and income solutions for individuals and families in the Colleyville area. Led by experienced financial advisors, the firm specializes in personalized investment strategies, retirement planning, and tax-efficient wealth management tailored to each client's unique financial goals. Their approach combines detailed financial planning with ongoing portfolio management to help clients build and preserve wealth.
Joe Dowdall is a fee-only, fiduciary financial advisor in Dallas specializing in retirement planning and tax strategy for pre-retirees and retirees. A former educator, Joe brings a teaching approach to complex financial concepts, helping clients understand their complete financial picture—from Social Security timing and 401(k) rollovers to tax optimization and estate planning—without jargon or sales pressure. As a CFP® and Tax Planning Certified Professional®, he works exclusively on a fee-only basis with no commissions, ensuring his recommendations are aligned solely with your interests.
Hybrid Financial LLC & Hybrid Wealth Management LLC is a Fort Worth-based retirement income planning firm serving 1,000+ retirees with 12+ years of experience. They specialize in creating lifetime income streams and customized retirement strategies focused on principal protection and reasonable returns, utilizing tools like fixed index annuities and life insurance policies. The team provides comprehensive retirement planning, investment advisory solutions, and savings strategies designed to simplify complex financial decisions.
Benold Financial Planning is an independent financial advisory firm based in Prosper, TX, founded on the principle of putting clients' interests first. They specialize in comprehensive financial planning, investment management, and retirement strategy for individuals and families throughout the Dallas-Fort Worth area. Their fee-only, fiduciary approach ensures clients receive objective advice without conflicts of interest.
Third Act Wealth Management specializes in comprehensive wealth management for high-net-worth professionals and business owners who view retirement as a new beginning rather than an ending. Founded on the philosophy of helping clients plan their "third act," they offer investment management, estate planning, tax mitigation, insurance planning, charitable giving strategies, and cash flow analysis. With $267M in assets under management and 100% client retention among high-net-worth clients since inception, they combine boutique personalized service with institutional-grade resources.
Peak American Financial is a boutique wealth management and financial advisory firm serving high-net-worth families in the Dallas area. With over 125 years of combined expertise, they offer integrated investment advisory services, retirement planning, tax strategy, estate coordination, and insurance planning tailored to successful professionals and entrepreneurs. Their proprietary Peak Summit Strategy™ framework focuses on defining your financial goals and creating a disciplined, customized pathway to achieve them.
Inspire Financial Group is a retirement planning and financial advisory firm serving North Texas with offices in Richardson, McKinney, Keller, and Lufkin. They provide personalized financial strategy and retirement planning guidance, specializing in complex decisions like TRS pension optimization, Social Security timing, 401(k) planning, and Medicare navigation. Their proven four-step approach helps clients align investments with personal goals using tools like Riskalyze risk assessment.
Thompson Financial & CO is an independent financial advisory firm based in Richardson that specializes in personalized wealth management and financial planning for individuals and families. Led by experienced advisors, they offer comprehensive services including retirement planning, investment management, and tax-efficient strategies tailored to each client's unique goals. The firm is committed to transparent, client-focused advice designed to help clients build and preserve wealth over the long term.
Brindle & Bay Wealth Management is an independent financial advisory firm in Frisco specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. Led by experienced advisors, they focus on personalized strategies tailored to each client's unique financial goals, whether building wealth, planning for retirement, or managing complex portfolios. The firm emphasizes a consultative approach to help clients make informed decisions about their financial future.
ReDefined Wealth Advisors is an independent fiduciary financial advisory firm in Southlake serving over 1,000 clients with comprehensive financial planning, investment management, and wealth strategies. Led by seasoned advisors with 18+ years of experience, they offer personalized financial assessments, risk analysis, tax-efficient investing, portfolio management, and retirement planning tailored to each client's goals and risk tolerance. The firm prioritizes transparency, with no hidden fees and a commitment to acting in clients' best interests under fiduciary standards.
Ivy Wealth is a financial advisory firm based in Dallas that provides comprehensive wealth management and financial planning services. The team works with clients to develop personalized investment strategies, retirement planning, and overall financial goals. They focus on delivering tailored advice to help clients build and preserve wealth.
Beacon Pointe Advisors' Dallas office provides comprehensive wealth management and financial planning services to private clients, multi-generational families, entrepreneurs, business owners, and foundations. Their experienced team of CFP®, CFA®, and CIMA® professionals offers customized investment solutions, estate planning, retirement planning, and family office services tailored to each client's unique financial goals. With multiple Dallas locations and deep roots in the DFW area, they coordinate with clients' CPAs, estate attorneys, and other professionals to deliver integrated financial strategies.
LM Stamper, RICP is an independent financial advisor based in Fort Worth specializing in retirement income planning and comprehensive financial guidance. With the Retirement Income Certified Professional (RICP) credential, LM Stamper helps clients develop strategies to generate sustainable income throughout retirement. The business takes a personalized approach to financial planning, focusing on long-term wealth management and retirement security for local clients.
Stansell Wealth Planning is an independent financial planning firm in Plano specializing in comprehensive wealth management for individuals and families. They offer retirement planning, investment management, estate planning, tax planning, risk management, and college savings strategies—all centered around creating a personalized financial plan to reduce money-related stress and build long-term confidence. Their approach includes 401(k) reviews, Social Security optimization, tax-conscious investing, and coordination with estate attorneys and CPAs.
New Century Investments is a Fort Worth-based financial advisory firm specializing in comprehensive financial planning, investment management, and tax strategies for business owners and retirees. Led by advisors with expertise in both financial markets and tax law, they work collaboratively with CPAs and estate attorneys to deliver personalized wealth-building solutions. Their integrated approach addresses financial planning, investment planning, and tax efficiency to help clients accumulate and preserve long-term wealth.
Torsten W Holmes is a Financial Advisor with Edward Jones in Allen, TX, specializing in retirement planning, estate & legacy strategies, wealth management, and divorce finances. With certifications as a Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®), Torsten works with clients to develop comprehensive financial strategies tailored to their goals. His team, including Associate Financial Advisor Gwen Fischer, is accepting new clients and offers personalized consultations to help with retirement savings, retirement income planning, charitable giving, and major financial life events.
Dawson Private Wealth is a financial advisory firm based in Allen, TX, offering comprehensive wealth management and financial planning services to individuals and families. Operating under the Raymond James platform, they provide personalized investment management, retirement planning, and wealth strategy tailored to each client's goals and circumstances.
Foundation Wealth Partners is an independent financial advisory firm serving clients in the Dallas-Fort Worth area. They provide comprehensive wealth management, retirement planning, and investment management services tailored to individual and family financial goals. The team takes a personalized approach to help clients build and preserve wealth through strategic planning and disciplined investment management.
Gordon Oak Financial is an independent financial advisory firm in Plano serving clients who want to improve their financial health through personalized guidance on saving, investing, debt management, and retirement planning. The firm believes everyone deserves access to quality financial advice regardless of their current wealth or age, and focuses on providing the right tools and information to help clients feel confident about their financial future and decision-making.
Chessman Wealth Strategies is an independent financial advisory firm based in Dallas specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Founded on principles of fiduciary responsibility, the firm provides personalized guidance on retirement planning, portfolio management, and wealth preservation to help clients build and protect their financial futures.
Purpose Wealth Partners is a Frisco-based financial advisory firm with over 40 years of industry experience, specializing in comprehensive wealth management for families and business owners. They offer custom-built strategies encompassing retirement planning, tax planning, investment management, estate planning, and business owner solutions, taking a holistic approach to preserve and grow wealth tax-efficiently. Known for long-term client relationships that often span generations, they combine strategic financial guidance with personalized service, regular portfolio updates, and educational programs to support clients through every phase of life.
Beacon Pointe Advisors is a financial advisory firm in Fort Worth serving high-net-worth individuals and families with comprehensive wealth management services. They offer investment management, retirement planning, tax strategy, and personalized financial guidance from experienced advisors. The firm is known for its client-focused approach and integrated planning strategies designed to help clients build and preserve wealth.
Opus Wealth Management is an independent financial advisory firm in Dallas specializing in comprehensive wealth planning and investment management for high-net-worth individuals and families. The team provides personalized financial strategies covering retirement planning, investment portfolio management, tax optimization, and estate planning. They focus on building long-term relationships with clients through a consultative approach tailored to individual goals and circumstances.
McKinney Wealth Management is a financial advisory firm in McKinney, Texas serving clients throughout the Dallas area with comprehensive wealth planning and investment management. The firm helps individuals and families build and protect their financial futures through personalized strategies tailored to their unique goals and circumstances. Their team brings professional expertise to retirement planning, investment portfolio management, insurance solutions, and overall financial strategy.
Decidedly Wealth Management is an independent financial advisory firm serving the Fort Worth area, providing comprehensive wealth planning and investment management services. Led by experienced advisors, they focus on helping clients build and preserve wealth through personalized strategies tailored to individual goals and circumstances. The firm emphasizes a consultative approach to financial planning, combining investment expertise with comprehensive life and financial goal analysis.
Trajan Wealth is a financial advisory firm in Frisco specializing in comprehensive wealth management, investment planning, and retirement strategy for individuals and business owners. The firm provides personalized financial guidance through fee-based planning and ongoing portfolio management, helping clients build and protect their wealth with a fiduciary approach.
Wealth Strategy Advisors is an independent financial advisory firm based in Fort Worth specializing in comprehensive wealth management, retirement planning, and investment strategy. The team works with individuals and families to develop personalized financial plans tailored to their long-term goals, offering guidance on portfolio management, tax optimization, and estate planning considerations.
Boulevard Place Wealth is a financial advisory firm led by Carlton Bryant, offering personalized retirement planning, investment management, and wealth protection strategies. With nearly a decade of experience in financial services and a background in corporate banking and business ownership, Carlton provides comprehensive financial guidance including infinite banking, annuities, trusts, and tax-free retirement planning. The firm serves both individuals and business owners across multiple states, focusing on long-term financial goals and tailored strategies to protect and grow wealth.
DJH Capital Management, led by Dom Henderson Sr., provides comprehensive financial advisory and investment management services to clients in the Dallas area. The firm specializes in helping individuals and businesses build and preserve wealth through personalized financial planning and strategic investment guidance. With a focus on fiduciary principles and client-centered service, DJH Capital Management works to align investment strategies with each client's long-term financial goals.
Beacon Pointe Advisors is a Dallas-based wealth management firm with deep roots in the DFW area, serving private clients, multi-generational families, entrepreneurs, business owners, and foundations. The team provides comprehensive financial planning, customized investment management, estate planning, and retirement planning services. With multiple offices across Dallas and a leadership team of CFP®, CFA®, and CIMA® certified advisors, they focus on personalized, relationship-driven wealth solutions tailored to each client's unique circumstances.
Rockwall Wealth Advisors is an independent, fee-only wealth management firm serving high net worth and ultra high net worth individuals, families, and business owners in the Rockwall area. They provide comprehensive financial planning, investment management, and retirement analysis using a fiduciary standard and goal-based approach. Their services include tax optimization strategies, Social Security planning, estate planning, and personalized portfolio construction designed around each client's unique objectives rather than benchmark-chasing.
Interlinc Financial Advisors, Inc. is an independent financial advisory firm in Plano specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. The firm focuses on personalized financial strategies designed to help clients build and preserve wealth through disciplined, evidence-based approaches.
Beacon Pointe Advisors is a Plano-based financial advisory firm offering comprehensive financial planning, investment management, and wealth management services to individuals, families, business owners, and entrepreneurs throughout the Dallas-Fort Worth area. Led by CFP-certified Managing Directors with over 20+ years of experience each, the firm specializes in helping clients prepare for retirement, plan estates, grow generational wealth, and navigate major life transitions. They have particular expertise serving high-net-worth clients, professionals, women going through life milestones, and those seeking personalized, collaborative wealth management.
Haber Wealth Management is an independent financial advisory firm based in Fort Worth specializing in personalized wealth planning and investment management for individuals and families. The firm offers comprehensive financial services including retirement planning, investment strategy, and insurance consultation to help clients build and protect their wealth. Their team takes a client-first approach to developing customized financial solutions.
Chisholm Wealth Management is an independent financial advisory firm in Burleson specializing in personalized wealth planning and investment management. Led by experienced advisors, they work with individuals and families to develop comprehensive financial strategies tailored to their specific goals and life circumstances. They focus on building long-term relationships and providing thoughtful guidance across retirement planning, investment management, and overall financial strategy.
Libertas Financial Advisors is an independent financial planning firm in Frisco serving clients who want comprehensive wealth management with a focus on stewardship and legacy building. Led by CEO Jeremy Patton and a team with combined decades of financial services experience, they offer financial planning, investment management, insurance analysis, retirement planning, and estate planning services. Their client-first approach emphasizes personal discovery of your financial mission and goals to create customized strategies for financial independence and protection.
The Charles Schwab Challenge is a PGA Tour golf tournament held annually at Colonial Country Club in Fort Worth. This prestigious professional golf event attracts elite golfers from around the world to compete for significant prize money on one of the tour's most iconic courses. The tournament has a rich history dating back decades and serves as a major sporting event for the Dallas-Fort Worth region.
SJK Financial Planning LLC is an independent financial advisory firm in Fort Worth specializing in comprehensive financial planning and investment management. Founded on a client-first philosophy, they work with individuals and families to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. Their team combines deep financial expertise with a commitment to understanding each client's unique situation.
Retirement Planners of America in Plano is a financial advisory firm specializing in comprehensive retirement planning and investment management for individuals and families. Their team helps clients develop personalized strategies for retirement income, investment allocation, and long-term wealth management to achieve financial security.
Texas Financial Advisors is an independent financial advisory firm serving the Dallas area with comprehensive wealth management and financial planning services. The team helps clients build and protect their assets through personalized investment strategies, retirement planning, and comprehensive financial guidance tailored to individual goals and circumstances.
Wave Wealth Management is an independent financial advisory firm based in Frisco that helps clients build and preserve wealth through personalized investment strategies and comprehensive financial planning. The team focuses on retirement planning, investment management, and long-term wealth strategies tailored to each client's unique goals and circumstances.
Stewardship Wealth Management is an independent financial advisory firm based in Fort Worth serving clients throughout the Dallas-Fort Worth area. They provide comprehensive financial planning, investment management, and retirement planning services designed to help clients build and preserve wealth. The firm takes a consultative approach to understanding each client's unique goals and circumstances before recommending strategies.
Aspen Wealth Management is a financial advisory firm based in Fort Worth serving clients throughout the Dallas-Fort Worth area. They provide comprehensive wealth management and financial consulting services to help clients build and protect their assets. With a focus on personalized guidance, they work with individuals to develop financial strategies tailored to their specific goals and circumstances.
Merit Financial Advisors is a wealth management and financial planning firm in Lewisville serving high-net-worth individuals, families, and business owners. Led by CPFA®, CRC®, and CRPC® certified advisors, they offer comprehensive financial planning, wealth management, retirement planning, investment management, estate planning, insurance planning, tax optimization, and business financial planning. Their team specializes in managing complex portfolios, preserving wealth across generations, and guiding clients through major life transitions.
McGowan Group Asset Management is a Dallas-based wealth management firm serving high net worth families and institutions with over $1.073 billion in assets under management. They provide personalized investment planning, asset management across fixed income, cash flow strategies, and growth investments, along with comprehensive financial education through their NetWorth Radio platform. The firm emphasizes generating current income with capital gains opportunities and is recognized by Forbes as a Top RIA Firm and Best-in-State Wealth Advisor.
Chapwood Capital Investments LLC is an independent financial advisory firm in Plano specializing in personalized investment management and wealth planning. Founded on the principle of putting clients first, they offer comprehensive financial strategies tailored to individual goals and circumstances, with a focus on transparent, fiduciary-based advisory services.