Areas served: Fort Worth, TX and surrounding Tarrant County
Fort Worth's financial advisory landscape reflects the city's mix of oil and gas wealth, corporate executives from companies like American Airlines and BNSF Railway, and multigenerational ranching families. This directory catalogs financial advisors across Fort Worth and Tarrant County, evaluated on credentials (CFP, CFA, ChFC), fee structures (fee-only, fee-based, commission-based), fiduciary status, minimum asset requirements, and specializations in areas such as executive compensation, energy sector planning, estate planning for high-net-worth families, and retirement income strategies.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Palmer Wealth Group, LLC is an independent financial advisory firm based in Fort Worth specializing in comprehensive wealth management and financial planning. The team works with individuals and families to develop personalized investment strategies, retirement planning, and wealth preservation solutions tailored to each client's unique goals and circumstances.
Intelligence Driven Advisers is an independent financial advisory firm based in Fort Worth specializing in comprehensive wealth management and financial planning. The team provides personalized investment management, retirement planning, and strategic financial guidance designed to help clients build and protect long-term wealth. They take a consultative approach, combining data-driven strategies with fiduciary principles to align financial plans with each client's specific goals and values.
Clearfork Wealth Management is an Ameriprise Financial advisory team based in Fort Worth that provides comprehensive wealth management, investment management, and financial planning services. Led by experienced advisors, the firm helps individuals and families develop personalized strategies for retirement planning, investment growth, and long-term financial security. They offer fee-based advisory services and take a fiduciary approach to managing client assets.
Thirteen Twenty-Two Advisors is an independent financial advisory firm based in Fort Worth specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Founded on principles of personalized service and fiduciary responsibility, they work closely with clients to develop customized financial plans that align with long-term goals.
Brazos Wealth Advisors is an independent financial advisory firm based in Fort Worth, Texas, serving clients throughout the Dallas-Fort Worth area. They provide comprehensive wealth management and financial planning services designed to help individuals and families build and preserve their assets. The firm takes a personalized approach to understanding each client's unique financial goals and circumstances.
Redwood Financial is an independent financial advisory firm based in Fort Worth, providing comprehensive wealth management and financial planning services. With a focus on personalized strategies, they help clients navigate investment decisions, retirement planning, and long-term financial goals. Their fee-based approach emphasizes client-first guidance without commission-driven recommendations.
Good Life Private Wealth is an independent financial advisory firm based in Fort Worth specializing in personalized wealth management and financial planning for high-net-worth individuals and families. The firm offers comprehensive services including investment management, retirement planning, and strategic financial guidance tailored to each client's unique goals and circumstances. Founded on principles of integrity and fiduciary responsibility, Good Life Private Wealth focuses on building long-term relationships and helping clients achieve financial security and growth.
Edward Jones financial advisor Joe Walker, CFP®|CEPA®|CRPC™|CRPS™, provides comprehensive financial planning and investment management services to individuals and families in the Fort Worth area. With multiple professional certifications including Certified Financial Planner and Chartered Special Needs Consultant credentials, Joe Walker helps clients build wealth, plan for retirement, and achieve their long-term financial goals through personalized advisory services.
Corneilous Cannon is a financial consultant based in Fort Worth specializing in personalized financial guidance and advisory services. With a focus on helping clients navigate their financial goals and planning, Cannon provides professional consultation services to individuals seeking expert financial direction and strategy.
Omega Wealth Partners Inc is a financial advisory firm located in Fort Worth specializing in comprehensive wealth management and financial consulting services. Their team works with clients to develop customized financial strategies tailored to individual goals and circumstances. They serve the North Texas region with a focus on helping clients build and preserve wealth.
Morgan Stanley Financial Advisors in Fort Worth provides comprehensive wealth management and financial planning services to individuals and families. Their advisors offer investment management, retirement planning, estate planning, and personalized financial strategies tailored to clients' goals. As part of the globally recognized Morgan Stanley network, they combine institutional resources with local expertise to help clients build and preserve wealth.
Diesslin Group is a financial consulting firm based in Fort Worth specializing in comprehensive financial planning and advisory services. Led by experienced consultants, they work with clients to develop personalized financial strategies tailored to individual goals and circumstances. Their expertise spans investment management, retirement planning, and overall wealth strategy for individuals and businesses.
Palmer Nunn Wealth Management LLC is an independent financial advisory firm serving Fort Worth and the surrounding Dallas-Fort Worth area. They provide personalized wealth management, financial planning, and investment guidance to help clients build and preserve their financial futures. With a focus on comprehensive financial strategy, Palmer Nunn works closely with clients to understand their goals and deliver tailored solutions.
Steward Wealth Management is an independent financial advisory firm based in Colleyville serving the Dallas-Fort Worth area. They provide comprehensive wealth management, investment management, and financial planning services to help clients build and preserve their wealth. The firm focuses on personalized strategies tailored to individual client goals and circumstances.
RiverBranch Wealth Advisors is an Ameriprise Financial Services office in Fort Worth offering comprehensive financial planning and investment management. The team helps clients across North Texas build and protect their wealth through personalized strategies that address retirement planning, investment management, and comprehensive financial goals.
Merrill Lynch Wealth Management in Fort Worth provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. As part of Bank of America's wealth management division, they combine personalized advisory with institutional resources and research capabilities. Their team helps clients build and preserve wealth through customized investment portfolios and financial planning.
Paradigm Wealth Management is a financial advisory firm based in Fort Worth specializing in comprehensive wealth management and financial consulting services. Located in the downtown Cherry Street office complex, the firm works with clients to develop personalized financial strategies and investment plans tailored to their individual goals and circumstances.
Western Wealth Advisors Texas is a financial advisory firm based in Fort Worth serving the North Texas area. They provide comprehensive wealth management and financial planning services to help clients build and protect their assets. Located in downtown Fort Worth, they work with individuals and families to develop personalized financial strategies.
GDS Wealth Management is the top-ranked financial advisor in Fort Worth with a Lantern Score of 85.22/100 and a 5-star rating from 187 reviews. Led by Glen Smith with over 20 years of experience, the firm specializes in serving high-net-worth individuals with $1M+ in investable assets seeking personalized financial planning and legacy preservation.
Several top-ranked firms serve business owners: Strittmatter Wealth Management Group (Lantern Score 85.04) focuses on growth and exit strategies, DM The Financial Guru LLC (84.36) specializes in entrepreneurs and scaling businesses, and Mills Wealth Advisors (83.94) offers exit planning services. New Century Investments (81.21) also provides tax-efficient wealth strategies specifically for business owners.
Fort Worth has multiple retirement-focused advisors, including Retirement Planners of America (Lantern Score 83.61, 4.9 stars with 221 reviews) with CFP-certified advisors, Hybrid Financial LLC (82.82) specializing in lifetime income planning for 1,000+ retirees, and Chadwick Financial (83.05) offering income solutions for retirees. LM Stamper, RICP (81.37) also specializes in retirement income planning with professional certification.
GDS Wealth Management (Lantern Score 85.22) and Sullivan Financial Partners (83.38) both specialize in comprehensive wealth management for high-net-worth families. Mills Wealth Advisors (83.94) serves high-net-worth families seeking comprehensive wealth strategy, and Beacon Pointe Advisors (78.99) provides wealth management services specifically tailored to affluent households.
No financial advisors in the Fort Worth area are open on weekends. All 38 listed financial advisory firms operate on weekday schedules only, so you'll need to schedule appointments during regular business hours.
Strittmatter Wealth Management Group (Lantern Score 85.04) and Mills Wealth Advisors (83.94) both emphasize tax efficiency in their wealth preservation strategies. New Century Investments (81.21) specifically focuses on tax strategies for business owners and retirees, while Wealth Strategy Advisors (78.20) also specializes in tax-efficient strategies for high-net-worth families.