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, 20th Floor, Dallas, TX 75225
Dallas, TX 75225
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Dallas, TXDallas, TX
Austerra is an independent wealth management company in Dallas that caters to the financial planning needs of business owners, professionals, and affluent families. Its agents manage clients' investment portfolios according to their unique circumstances. They offer proprietary Austerra Funds to diversify portfolios and reduce overall risks. The company also handles retirement, education, and tax reduction planning. Founder Mark C. Holland is a CFP and a registered investment advisor. He is a member of the Financial Planning Association.
5910 North Central Expressway, Suite 1875, Dallas, TX 75206
Dallas, TX 75206
Beaird Harris is an accounting and wealth management firm serving the Dallas metro and its nearby locations. It caters to individuals, families, and healthcare professionals to help them achieve their financial goals. The company provides financial and retirement planning, accounting, asset protection, and investment management solutions. Its financial advisors also accommodate business owners who need financial statement compilation, business consulting, and tax services. Beaird Harris has been in the industry for more than three decades.
12221 Merit Drive, Suite 750, Dallas, TX 75251
Dallas, TX 75251
Bisdorf Palmer Private Wealth Advisors serves clients throughout Dallas. Its financial professionals have over 30 years of combined experience working with people seeking advice and assistance in goal setting, risk management, retirement planning, and investment planning. They create financial plans tailored to clients' specific goals and determine which part needs immediate attention and which ones are long-term in nature. Bridget Palmer, the company's financial planning coordinator, begins the process by onboarding new clients and helping them define their goals for their financial futures.
201 American Concourse, Suite 310, Fort Worth, TX 76106
Fort Worth, TX 76106
Butler Consultants is an advisory firm located in the Dallas metro area that offers financial budgeting services to accompany clients' business plans. It provides three levels of financial consulting that break down three and five years of projections to show the Small Business Administration, banks, investors, venture capitalists, and other investment sources to secure funding. Statements include best and worse case, break-even analysis, loan amortization schedules, and revenue and personnel forecasts. Additional services include business and specialty plans.
555 Republic Dr, Plano, TX 75074
Plano, TX 75074
CFO4Life is a wealth management and financial planning company that serves residents in Dallas. It was initially established as a tax and auditing firm in 2006. Now, it offers financial advice through a team of board-certified financial planners and public accountants. They examine and monitor each client's portfolio of investments, such as stocks and trust funds. The company's founding partners, Levi McMeillan and Brian Chastain, have over four decades of finance and accounting experience.
735 Plaza Boulevard, Coppell, TX 75019
Coppell, TX 75019
Clintsman Financial Planning is an advisory firm that caters to clients in Dallas and the surrounding areas. Its advisors work solely for its clients, providing a wide range of services, including personal financial planning, cash flow spending plans, retirement planning strategies, stock options advice, and lump-sum distribution guidance. In addition, it offers life and disability insurance needs analysis, college funding advice, and ongoing asset management. The firm has more than 100 years of combined experience. All of its financial advisors are Certified Financial Planners.
660 North Carroll Avenue, Southlake, TX 76092
Southlake, TX 76092
Fetterman Investments, Inc., is a financial advisory firm that has been serving Dallas and the nearby locations since 1985. Its team develops personalized financial plans with an aim to help clients achieve their goals, whether they need assistance in preparing for retirement, setting up estate strategies, planning for college, or managing student loans. The financial advisors help clients plan for special needs children and manage investments. Fetterman Investments was founded by Rick Fetterman, who has over four decades of experience.
12700 Hillcrest Road Suite 276, Dallas, TX 75230
Dallas, TX 75230
Heritage Financial Planning is a financial service and investment advisory firm in Dallas. Its Certified Financial Planners help clients manage assets, ensure retirement income, establish charitable legacies, minimize tax burdens, prepare college funding, and determine appropriate insurance plans. Its founder and principal, Steve Blankenship, is a NAPFA-registered financial advisor. Heritage Financial Planning was recognized amongst the Best Private Wealth Manager Client Service—Firms Under $5 Billion by the Private Asset Management magazine in 2018.
10440 North Central Expressway, Dallas, TX 75231
Dallas, TX 75231
Leap Wealth Management, LLC, is a Dallas-based firm that caters to individual clients and businesses in the local metro. Its founder, Chris Leap, is a certified financial planner who served as the senior adviser at Ameriprise Financial Inc. He and his team review clients' financial goals, such as retirement and education, to develop annual strategies. They also review financial records and investments to avoid potential losses and risky choices. In addition, it can set up legacy financial plans for business owners and their heirs.
8604 Greenville Ave. Suite A 101, Dallas, TX 75243
Dallas, TX 75243
Lee Financial is an independent wealth management company serving clients in Dallas. It has been offering financial advisory services for rich individuals and families since 1975. Such services include portfolio management, financial planning, and human capital development. In addition, its team specializes in assisting clients who are in the early stages of growing a wealth portfolio. The firm's clientele includes a diverse range of professionals and organizations, such as physicians, business owners, corporate executives, and non-profit organizations.
8350 North Central Expressway, Dallas, TX 75206
Dallas, TX 75206
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
Dallas, TX 75204
Lifetime Wealth Management, P.C., provides financial management services to clients in the Dallas community. It serves a diverse client base, offering financial planning and consulting for clients with a minimum net worth of $2M or $500K in investment assets. It assists clients in managing their wealth and planning their investments and business growth. Lifetime Wealth Management has two sister companies, Lifetime Insurance Services and Lifetime Tax Advisors. Company president Jason Potts holds over 20 years of financial service expertise.
560 Interstate 30 Frontage Road, Rockwall, TX 75032
Rockwall, TX 75032
Mills Wealth Advisors offers comprehensive retirement and wealth planning services in Dallas. The firm serves executives, retirees, business owners, and self-employed individuals through investment services and financial planning. It also offers advisory services to individual investors, companies with retirement plans for employees, and 401k participants. Established in 1999, Mills Wealth Advisors believes in giving back to the community. It supports the Carroll Education Foundation and the Grapevine Relief and Community Exchange.
1207 South White Chapel Boulevard, Southlake, TX 76092
Southlake, TX 76092
The team of agents at Munn & Morris Financial Advisors has over 75 years of collective experience helping clients in Dallas achieve their retirement goals. Their dynamic investment process includes asset allocation, rebalancing, and strength identification. They regularly meet with their customers, track their finances' progress, and coordinate with CPAs, insurance providers, and estate planning lawyers. President Irving Munn holds CFP and CPA designations. He has been offering financial planning services for more than 30 years.
14180 Dallas Parkway, Suite 530, Dallas, TX 75254
Dallas, TX 75254
Noble Advisors offers comprehensive financial planning solutions to clients in and around Dallas. Its financial advisors take an individualized approach in developing comprehensive financial plans for clients that help them attain their short-term or long-term financial goals. Services include investment management, tax planning and analysis, business planning, and estate planning. Its advisors also regularly make adjustments to plans and portfolios in response to changes in clients' situations. Noble Advisors was established in 2009 by Paul Nouri who holds the designation of Certified Financial Planner.
325 N St. Paul St, Ste 2040, Dallas, TX 75218
Dallas, TX 75218
Paladini Financial Management offers financial planning services for its clients residing in Dallas. It designs customized plans for individuals, which may include cash flow planning, retirement forecasting, income tax planning, pension planning, risk management insurance, and asset protection. Collaborating with Dimensional Fund Advisors, it balances and diversifies clients' investment portfolios to maximize the returns while managing the risks. Paladini Financial Management also has services focused on dental professionals, including personal planning sessions and practice transition assistance.
2015 East Lamar Boulevard, Arlington, TX 76006
Arlington, TX 76006
Perennial Financial Solutions, Inc., is a company located in Dallas that serves families and businesses in and around the area. Through his affiliation with LPL, its founder, Todd H. Green, offers financial planning for retirement, investment management, family risks, college funding, and charitable giving. The company also assists clients in brokerage accounts, group retirement plans, pension plans, mutual funds, stocks, and bonds. Green is a Certified Financial Planner and a member of FINRA and SIPC.
2626 Cole Avenue Suite 300, Dallas, TX 75204
Dallas, TX 75204
Perryman Financial Advisory, Inc. is a firm that has been operating in Dallas since 1983. It assists individuals, families, and businesses with their financial planning and investment needs through a fiduciary relationship. Its team of advisors provides personalized services to track the performance of each client's portfolio. The firm supports organizations such as the Ronald McDonald House of Dallas and Rotary International. Moreover, founder Bill Perryman is a CPA who D Magazine has recognized for his work as a financial planner.
12221 Merit Drive, Dallas, TX 75251
Dallas, TX 75251
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
Dallas, TX 75240
Quest Capitall Management, Inc., is a Dallas financial planning company that helps clients build their own financial plans. The firm provides a number of services, including cash management, tax planning, wealth management, and risk management. In addition, its financial advisors help clients set their goals before developing comprehensive financial plans adjusted to the life stages they are in. Co-founder and chairman emeritus E.W. "Woody" Young has been in the industry for more than 20 years.
8117 Preston Road, Dallas, TX 75225
Dallas, TX 75225
RGT Wealth Advisors provides services to clients in Dallas and the surrounding areas. It offers various wealth advisory services to assists individuals in pursuing their financial goals. These services include estate planning, bill processing, foundation management, portfolio construction, and life insurance consulting. It also handles personal financial statements, business investments, and corporate trustee services. One of its managing directors, Adam Goldenberg, has been in the industry for more than 17 years and has worked for Merrill Lynch and Goldman Sachs & Co.
5950 Sherry Lane, Dallas, TX 75225
Dallas, TX 75225
SFMG is a Plano-based financial advisory firm that serves Dallas residents. It specializes in wealth management assistance which involves building portfolios that respond to long-term financial and economic market trends. Its team regularly reviews portfolios to check whether they still reflect clients' short-term needs and long-term objectives. SFMG's other services comprise retirement, estate, insurance, and tax planning. Its chief compliance officer Crystal Billing, who joined the firm in 2016, has served high-net-worth individuals and families for more than 15 years.
7800 Dallas Parkway, Plano, TX 75024
Plano, TX 75024
Stowe Financial Planning, LLC, serves clients in Dallas. The financial advisory firm provides financial planning services to help build, manage, grow, and protect its clients' assets. Its services include college funding, estate planning, evaluation of employee benefits, cash flow and income needs management, retirement planning, and insurance planning. Bob Stowe, the firm's owner-founder, is a Certified Financial Planner and is a member of both the National Association of Personal Financial Advisors and the Fee-Only Network.
1316 Village Creek Drive, Plano, TX 75093
Plano, TX 75093
From its location in Plano, Strategic Financial Planning, Inc., serves clients in Dallas who meet its criteria, such as a net worth of $1 million or a minimum annual household income of $200,000. The independent firm offers retirement assistance, which includes planning and social security counseling. Its investment solutions cover 401k advising, asset allocation, and HSA investments. Founder Bryan Lee, who holds a CFP designation, has served as the president and chairman of the Financial Planning Association's Dallas/Fort Worth Chapter.
6513 Preston Road Suite 100, Plano, TX 75024
Plano, TX 75024
The Mather Group is a fiduciary registered investment adviser that serves the residents of Dallas and the surrounding areas. Its team of professionals provides complete retirement planning services, which include estate planning, investment management, and risk management. It also offers tax planning services, which help clients minimize investment losses and tax liability. The firm also provides specialized financial services for corporate executives and expatriates. The Mather Group has been featured in Crain's Chicago Business, Financial Planning, and Pensions & Investments.
5420 LBJ Freeway, Suite 535, Dallas, TX 75240
Dallas, TX 75240
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 75219Dallas, TX 75219
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 75001Addison, TX 75001
Your Richest Life is a fiduciary financial advisory firm that serves Dallas-based business and medical professionals. The firm provides clients with a comprehensive financial plan befitting their goals. In addition, it offers financial coaching and monitoring to help clients stay on target. Investment management services are also available. The firm has been featured on Business Insider, CNN Business, and Forbes. The founder, Katie Brewer, is a Certified Financial Planner with over 10 years of experience. She also speaks for diverse audiences like Recreating You.
1008 Ridge Road, Rockwall, TX 75087
Rockwall, TX 75087