Best Financial Advisors in Dallas

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.

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.

Provident Financial Planning is a team of CFP, CPA, and JD professionals focusing on clients' dreams, concerns, and unique circumstances to create a strategy aligned with those factors. The firm has over $100 million in assets under management and brings over 10 years of experience. It offers investment management, legacy planning, tax strategy, and filing assistance to people across Dallas. The advisors at Provident Financial Planning operate on a fiduciary basis and provide unbiased, holistic financial planning services.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.