Laurels

Best Financial Advisors in Dallas
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Dallas Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 314 196 21

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Brighton Jones - Dallas FEATURED Expertise.com

Brighton Jones is a wealth management firm serving clients in Dallas. It provides a wide range of financial services, including tax planning, risk management, estate planning, and investment management. The company has a team of certified public accountants and certified commercial investment members committed to working with clients to achieve their financial goals. Charles Brighton, co-founder and managing director, has more than 20 years of experience assisting clients in crafting their financial plans using creative strategies.

5956 Sherry Lane
Dallas, TX 75225

Website

SmartAdvisor by SmartAsset FEATURED Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Dallas, TX

Website

LGT Financial Advisors LLC

  • Certified Financial Planner (CFP)

Financial Advisors LLC is a Dallas-based team of professional advisors who help clients plan for their retirement, tax payments, investments, and other financial concerns. The team examines all existing assets and debts to find any dangerous or unsafe investments. It can also predict the eventual costs of various insurance policies, from Medicare packages to homeowners' insurance coverage. The firm's partners, Bill Walsh and Scott Gunn, have offered financial advice for multiple Fortune 500 company executives and business owners.

2626 Howell Street
Dallas, TX 75204

Website

Provident Financial Planning

Provident Financial Planning is an investment advisor firm with multiple locations in Texas, including Dallas. Its experienced advisors spend time with clients to learn more about them, analyze their goals and agendas, and help create strategies that build wealth. It provides assistance in managing and generating retirement cash flow, minimizing investment taxes, and developing, managing, and safeguarding wealth. Provident Financial Planning was established in 2017 by Paul S. Michel who is a Certified Financial Planner (CFP).

13155 Noel Road
Dallas, TX 75240

Website

Waterford Capital Investment Advisory Services, LLC

Waterford Capital Investment Advisory Services, LLC was established in Addison, Texas by managing director David O’Connor. He is a 1990 graduate of the University of Texas, and he has more than 20 years of industry experience. His firm was founded with a mission to become one of the most trusted and respected financial advisory firms in the area, and to serve his clients with respect, integrity, and honesty. Waterford Capital Investment Advisory Services, LLC provides many services such as investment discipline, asset management, structured finance, portfolio construction, and strategic growth.

Addison, TX 75001

Website

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