We Have Listed The Top 10 Financial Advisors In Dallas To Help You Choose The Best Professional For Your Needs.
Address: 10440 N Central Expressway Suite 1120 Dallas, TX 75231
Phone: 214-446-2100
Few things affect our peace of mind or quality of life quite like finances. Three out of four Americans have concerns over their financial well-being. From retirement planning and investment strategies to saving for college, many people search for ways to balance their financial responsibilities today with their plans and hopes for tomorrow. Independent, fee-only fiduciary advisors offer a solution. In Dallas, Frisco, Fort Worth, Grapevine, Plano and the surrounding metropolitan area, Heritage Financial Planning has one focus — to provide financial planning insights and wealth management services bound by the fiduciary standard to our range of clients. No fluff, no fairytales. We give independent, informed advice to draw the right financial roadmap for your interests. If you're searching for financial advisor companies serving Dallas, TX, we are the solution. Our financial planning services can help you meet all your personal financial goals. Personal financial services aim to assist you with managing your money, investing, dealing with your mortgage and other aspects of your personal finances. Receive quality, reliable advice on investment and financial opportunities to better serve you, your home and your family. People today are living longer, more active lives. This is wonderful, but it also brings with it the challenge of making sure you don’t outlive your money. We can come up with a range of strategies to help you win that race and enjoy as many decades of the retired life as you can. The cost of tuition at a private college is high already, and it seems to skyrocket every year. College can also come at a time when many families are caught in the middle, possibly having to pay for the care of aging parents and dealing with the expenses of younger children in the home, too. There are many ways to manage upcoming college expenses, and we can help you determine the right ones for you. Stock options can be a tremendous financial opportunity, but they can also be extraordinarily complex. Balancing the need for tax planning, investment diversification and concentration risk is beyond the scope of most executives, but we have the know-how and experience to help guide you through the process. We specialize in helping clients avoid the pitfalls of stock option exercises. We can help you decide whether to take a lump sum vs. regular payments if you have that option, as well as guide you toward financially responsible choices for that lump sum once you have it.
Address: 4851 LBJ Freeway Suite 700 Dallas, Texas 75244
Phone: 877-799-4647
Website: https://www.merceradvisors.com/
Mercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families. He quickly learned that his clients had needs well beyond drafting of wills, trusts and estate plans. They were looking for someone who would help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams. He also learned that a firm providing those solutions and doing it under a fiduciary standard didn’t seem to exist. So in 1985, he launched Mercer Advisors as one of the country’s first, planning-focused independent registered investment advisory firms, and set out on a mission to help his clients achieve what he called Economic Freedom. The mission and purpose of helping clients on their path to Economic Freedom is alive and well today. It thrives in the hearts and minds of our team who come to work every day thinking about how they can make their clients’ lives better. Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less.
Jal Dennis established the Jal Dennis Group in 2008. Transitioning his business to his own firm was an exciting time and became the catalyst for what would eventually become a family-run office. During this transition period, Jal’s son, Trace, assisted him with the transfer process as a summer intern. As a college student working toward his Bachelor of Business Administration and Accounting at the University of New Mexico, Trace recalls how well he and his father worked together and hoped for a professional collaboration in the future. After obtaining his degree, Trace worked as an accountant for five years prior to joining the Jal Dennis Group in 2014. Jal’s investment industry experience of over 20 years combines well with Trace’s background in accounting to deliver comprehensive financial planning services to individuals, families, and businesses. The evolution of the Jal Dennis Group is certain but the values and commitment of the firm will always remain the same. With a fierce dedication to serving the best interests of their clients, Jal and Trace look forward to experiencing how the rest of the story unfolds at the Jal Dennis Group. Please check out all the materials on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.
Address: 3131 Turtle Creek Blvd, Ste 1300 Dallas, TX 75219
Phone: 214-360-7300
Website: https://truenorthadvisors.com/
True North is comprised of experienced, service-focused, and disciplined advisors coming from a variety of backgrounds who seek to serve our clients as a collaborative, unified team. We seek to fulfill the lives of our clients and their families by providing peace of mind, structure, and objectivity at every interaction. Our complimentary 3Sixty Process aligns people and philosophy to create a personalized path unique to each individual and their goals. Founded in 2000, True North is an innovator of wealth planning and alternative investment solutions that are personalized to meet the unique needs of our clients. We sell no product; we receive no commissions. Today, with over $2.8B1 in assets under management, we offer comprehensive advisement to high and ultra-high-net-worth entrepreneurs, families, and institutions across the country. Credentialed, tenured, and collaborative, True North is dedicated to serving clients’ needs in a strategic, innovative, and proactive manner. We seek to protect your best interest with intelligence and discipline.
Address: 3500 Maple Ave, Dallas, TX 75219, USA
Phone: 214-754-0770
Website: https://www.epwealth.com/?hsLang=en
Comprehensive Financial Advice – The Purpose of Financial Planning Portfolio performance is only one piece of the wealth puzzle, because the decisions you make on social security, your mortgage, your insurance, your taxes, etc. have just as large of an impact on your wealth as your investment decisions. The purpose of financial planning is to make sure you have all your finances integrated and organized so you make prudent decisions throughout the course of your life. Fee-Only, And Not Fee-Based It’s easy to confuse the two terms, but a quick way to remember the difference is fee-only is where fees to the firm ends, and fee-based is where those fees start. As a fee-only firm, the only fees you’ll be charged are advisory fees and nothing else. And as a fiduciary, we have a legal obligation to provide advice in your best interest. However, at a fee-based firm you may be charged an advisory fee on your money, and also pay hidden commissions to them on products they sell. Highly Qualified Professionals At EP Wealth Advisors, you will have the support of a CERTIFIED FINANCIAL PLANNER™ for your financial planning and multiple Chartered Financial Analysts managing your investment portfolio. The CFP® Certification Examination is designed to assess advisors/planners’ ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. CERTIFIED FINANCIAL PLANNERS™ must go through extensive training and are tested on 8 general financial planning areas, including: Investment Planning Tax Planning Retirement Savings and Income Planning Estate Planning Risk Management and Insurance Planning Education Planning General Planning Principles Professional Conduct and Regulation Once certified, they’re held to high ethical standards. And because they understand the complexities of an ever-changing financial landscape, they’ll make financial planning recommendations that are in your best interest.
When you were starting out on your own, your Dallas financial planning probably was limited to making sure that you had enough money to afford groceries next week. But as you continue through life, your financial decisions get more complicated—purchasing your first home, having children, and planning for retirement. Hedgefield’s financial planning services can help you make the right decisions now so that you can be where you want to be in the future. Life in Dallas can get expensive. You only need to take a look at skyrocketing housing prices. Why do you need financing planning? Planning for your future can help ensure that you will be able to live comfortably in your retirement. At Hedgefield, we understand what life is like in Dallas and can help you create a plan that lets you continue to enjoy your life here for many decades to come. We at Hedgefield Wealth Management realize that all our clients are at different life stages. They have different personal goals. What works for one client won’t necessarily work for you. That is why our wealth management firm offers various investment management and financial planning solutions, based on where you are in life. Hedgefield believes that you should only pay for what you want or need when it comes to wealth management in Dalls. Most advisors will offer investment management in Dallas. Some may even throw in financial planning for free. But what is that really worth? Do you get what you pay for? We offer different levels of financial planning services, depending on your personal circumstances. If you just have a few questions, you can pay by the hour. Suppose you have a more complicated financial situation and would like help determining the steps to take to reach your long-term goals. In that case, a standalone financial plan might be more helpful. Perhaps you have a more complicated financial situation or simply want the peace of mind that you are making the right decisions. Our ongoing Dallas financial planning services can help you every step of the way.
Address: 2801 Network Blvd., Suite 503 Frisco, TX 75034
Phone: 214-423-4200
Planning for what matters to you is our job. We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential. Merit is a multigenerational firm striving to invest in relationships with like-minded people, making us stronger together. Merit has 11 locations and is headquartered in the Atlanta area. We have nearly 100 hardworking employees dedicated to our mission to reinvent financial relationships. Established in 1998, Merit has focused on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications. Merit holds itself to a Fiduciary standard, both contractually with our clients and simply because we believe it is the right way to do business. We have an investment philosophy based on six key principles which help guide our action and are rooted in our beliefs. Independent financial advisors join Merit so they can maintain their independence while Merit provides administrative, operational and back office support and fuels growth. We are proud to partner with these great firms.
Address: 1445 Ross Avenue, Suite 5600 Dallas, TX 75202
Phone: 214-954-1900
Website: https://beaconpointe.com/
Beacon Pointe is a Dallas based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Dallas focuses on full service financial planning and research driven investments. Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning. We look forward to connecting with you virtually or at our Dallas office to see how best we can assist you with your investment portfolio and financial planning needs. Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm (RIA) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.
Address: 14180 Dallas Parkway ste 500 Dallas, TX 75254
Phone: 469-983-8282
Website: https://www.hgloverfinancial.com/
Welcome, I’m Henri Glover, President and founder of HG Tailored Financial Services, a faith-based financial services firm in Dallas, Texas. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help address your needs of today and for many years to come. If working with a faith-based financial planning firm appeals to you, please give us a call...we'd love to hear from you! Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Address: 1692 Keller Parkway Keller, TX 76248
Phone: 817-993-0401
Website: https://keenerfinancial.com/
Keener Financial Planning’s top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. We understand that things don’t always go as planned. We are here to provide the financial knowledge and framework to accomplish your dreams and plan for the future — regardless of whether you feel like you’re on track right now or not. You will benefit from our independent, personalized advice and resources available to our team of Certified Financial Planner™ professionals. In addition to our team’s experience and training, we utilize industry-leading software and strategize frequently with other like-minded financial advisors to give you the best advice. All Financial Planners are NAPFA-Registered Financial Advisors and members of the Garrett Planning Network and Financial Planning Association. Whether you are looking for a comprehensive, long-term relationship or a quick check-up on your current situation, we are here to help you attain your goals with the option that works best for you. With no account minimums, we work with clients at a wide range of financial levels. As you probably know, this approach is not necessarily the norm in the financial services industry. Keener Financial Planning is not affiliated with any bank, brokerage firm, or insurance company nor do we accept commissions or referral fees from third parties, so you know there’s no conflict of interest with our product recommendations. We also post a full schedule of services on our website to give you an idea of typical price ranges before you meet with us. Our goal is to keep your overall investing costs as low as possible while enabling you to make smarter financial decisions, sleep well at night, avoid pitfalls, and achieve your goals. We work solely for our clients as fee-only fiduciaries. We do what we say we’re going to do. With Jean’s 10 years’ experience in corporate management, she developed skills of attention to detail, analysis, and follow through that make your relationship run smoothly and allow you to count on the accuracy and thoroughness of your financial plan. We’d love to have the opportunity to chat with you and see if Keener Financial Planning is a good match for you. Please call us at 817-993-0401 or complete our contact form to start the process. Start Planning to Live Well today!