Laurels
Best Financial
Advisors in
Dallas
2017

Why These Financial Advisors?

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

ReviewedCuratedTop Picks31019217

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Clintsman Financial Planning

Clintsman Financial Planning is a professional financial firm located in Southlake, Texas that has more than 60 years of combined experience. They take massive pride in putting their clients minds at ease pertaining to their financial concerns, and they maintain a level of flexibility and affordability that goes mostly unmatched by their competitors. Clintsman Financial Planning provides many services including personal financial planning, retirement planning strategies, cash flow spending plans, stock option advice, lump sum distribution guidance, life and disability needs analysis, ongoing asset management, and much more.

Southlake, TX(817) 410-8200

Website

Financial Advisors LLC

Financial Advisors LLC is a team of professional advisors located in Dallas, Texas that strive to be a one-stop-shop for all of their client’s financial management needs. Since their founding, they have become one of the areas most trusted and relied upon financial advisor facilities, and they continue to pride themselves on their trusted, result driven financial planning strategies. Financial Advisors LLC provides many services including financial planning, investment management, business planning, and insurance services including buy and sell agreements, estate plan funding, annuities, and reviews of beneficiary designations.

Dallas, TX(214) 461-1500

Website

Guiding Wealth Management

Guiding Wealth Management was established in Dallas, Texas by certified financial planner, Hannah Moore. She is a graduate of Baylor University with degrees in financial management and business management, and she was recently voted 2015’s Best Financial Planner by D Magazine. She founded her company with a passion for assisting her clients find financial clarity and confidence. Guiding Wealth Management provides many services such as financial planning, wealth management, managing life transitions, and widow services.

Dallas, TX(214) 810-3835

Website

Heritage Financial Planning

Heritage Financial Planning is a premier financial planning institute located in Dallas, Texas that was established by principle, Steve Blankenship. He is a certified financial planner that has maintained membership with the National Association of Personal Financial Advisors, and he has earned degrees in financial services and planning and business administration from Baylor University. Heritage Financial Planning provides many services to their clients including ensuring retirement income, maximizing wealth transfers, reduction of tax burdens, personal financial planning, college funding advice, personal tax planning, and many more.

Dallas, TX(817) 410-2500

Website

Keener Financial Planning

Keener Financial Planning is a professional finance guidance company located in Keller, Texas that was founded by certified financial planner, Jean Keener. She has been designated as a Chartered Retirement Planning Counselor, and maintains a dedication to her client’s financial wellbeing. Her company provides many services such as retirement planning, cash flow planning, college funding, employment benefits, estate planning fundamentals, 401K allocations, lump sum distributions, and much more.

Keller, TX(817) 993-0401

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Lee Financial

Lee Financial is an independent wealth management company located in Dallas, Texas that strives to remain a trusted financial guidance resource for the community. They provide many services for families, businesses, and individuals including financial planning, investment management, goal definition, tax planning, retirement planning, business planning, education planning, inter-generational wealth transfers, estate planning, and philanthropic counseling.

Dallas, TX(972) 960-1001

Website

Lifetime Wealth

Lifetime Wealth is a premier financial advisory company located in Rockwall, Texas by Jason Potts. He has many years of experience as a financial advisor, and he has a genuine dedication to enabling his clients to get the best results. Jason has received formal education from the University of North Texas, and Executive Southern Methodist University. Lifetime Wealth provides many excellent services to their clients including estate planning, business consulting, investment management, financial planning and developing, major purchasing consulting, life planning, and education planning.

Rockwall, TX(972) 771-0650

Website

Paladini Financial Management

Paladini Financial Management was founded in Arlington, Texas by financial; advisor, Matthew M. Paladini. He created his company back in 2006, and it has since become one of the areas most trusted and relied upon financial consulting companies. His company provides many services to their clients including personal finance planning, dental business planning, investment and wealth management, and practice transition services such as analyzing viability, plan development, and practice valuations.

Arlington, TX(817) 704-7788

Website

Perryman Financial Advisory, INC.

Perryman Financial Advisory, INC. is a premier financial and wealth management company located in Dallas, Texas that was founded with a goal to become one of the most trusted and reputable financial advisory companies in the area. They are dedicated to the success of their clients, and they measure their own success based on the wellbeing of their clients. Perryman Financial Advisory, INC. strives to ease their client’s minds, and keep them calm and happy when it comes to their fiscal responsibilities.

Dallas, TX(972) 770-4800

Website

Quest Capitol Management, Inc.

Quest Capital Management, Inc. is a premier financial planning company located in Dallas, Texas that was established in order to help their clients navigate through the process of their own personal financial plan. There are many aspects of their plans including goal setting, cash management, tax planning, wealth management, managing risks, funding an education, financial independence, and estate planning. Quest Capital Management, Inc. has maintained a dedication since their founding of aiding their clients to becoming successful individuals.

Dallas, TX(214) 691-6090

Website

RGT Wealth advisors

RGT Wealth Advisors was founded in Dallas, Texas with a mission to provide sound financial guidance to the members of the community, and to bring a personal approach to financial advising. Their team strives to ensure that their clients are garnered the best results, and peace of mind when it comes to fiscal responsibility. RGT Wealth Advisors provides many services such as portfolio management, wealth advisory services, investment management, portfolio construction, bill processing, education and goal oriented planning, cash flow and personal budgeting management, and business investment analysis and succession planning.

Dallas, TX(214) 360-7000

Website

SFMG Wealth Advisors

SFMG Wealth Advisors is a trusted financial advisory company located in Plano, Texas that promises to keep their clients’ needs in the forefront of their priorities. The firm was founded on many different values including objectivity, transparency, collaboration, and exceptional client service. SFMG Wealth Advisors provides many services to their clients including wealth management, financial planning, investment management, education planning, net worth and cash flow statements, and retirement planning.

Plano, TX(972) 960-6460

Website

Stowe Financial Planning LLC

Stowe Financial Planning LLC was founded in Plano, Texas by certified financial planner, Bob Stowe. He is a member of the National Association of Personal Financial Advisors, and believes that trust between the advisor and advisee is pivotal in wealth and financial management. His company provides many services including college funding, estate planning, evaluation of employee benefits, cash flow and income needs management, retirement planning, and insurance planning.

Plano, TX(972) 733-9959

Website

True North Advisors

True North Advisors is a professional wealth management firm in Dallas, Texas with one focus: helping each client lead a more a fulfilled life. Since 2000, they have grown to be one of North Texas' most trusted wealth management advisory companies serving individuals, foundations and corporations throughout the country. True North Advisors is comprised of highly skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. True North Advisors provides many services including wealth planning, investment management, growth allocation, and capital preservation.

Dallas, TX(214) 360-7300

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Vogel Financial Advisors

Vogel Financial Advisors is a premier wealth management company located in Dallas, Texas that strives to provide their clients with the security and peace of mind that comes with having professional financial advisors at work for them. There are many services that they provide including retirement plans, stocks, bonds, income replacement, tax and estate plans, mutual funds, fixed annuities, disability insurance, and life insurance.

Dallas, TX(214) 346-5880

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(214) 363-6920

Website

Your Richest Life

Your Richest Life is a financial consulting company located in Garland, Texas that was established by Katie Brewer. She has experience as a certified financial planner, and she founded her company as a way to assist the busy members of her community find peace of mind in their financial capacities. There are many services provided by her company including comprehensive financial planning, ongoing financial coaching and monitoring, pricing, and special financial services such as workshops, planning projects, and employee education sessions.

Garland, TX(469) 708-7975

Website

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