Everybody wants to know whom to choose for their financial planning needs. Finding a financial advisor best suited for your needs can be tricky. As a trust company created for wealth advisors, we celebrate success.
D Magazine created the process for the peer-selected list of best financial planners in Dallas-Fort Worth. All selected winners have their Certified Financial Planner™ (CFP) certification. Self-nominations are excluded and outside-firm votes weigh more than inside votes. Per D Magazine, 718 people cast a vote, 240 CFPs were nominated and 95 were selected.
How and when to choose a financial planner is not that difficult.
As a corporate trustee we need to be impartial. We listed all financial advisor / financial planner winners for the Dallas-Fort Worth best financial planner list for 2021.
Drum roll, please...
Lance Alston
New Dimensions Wealth Management | 972-972-8565
Todd Amacher
RGT Wealth Advisors | 214-360-7000
Michael J. Anderson
True North Advisors | 214-360-7300
Jenny Armstrong
Lee Financial | 972-960-1001
Ellenore Baker
Carter Financial Management | 214-363-4200
Ginnie Baker
Beaird Harris | 972-503-1040
Zac Beckerley
Merit Financial Advisors | 214-423-4200|
Tyler Beeson
WPA Family Office | 214-945-0888
Joel C. Berg
Carter Financial Management |214-363-4200
Crystal L. Billing
SFMG Wealth Advisors | 972-960-6460
Ryan J. Blair
SFMG Wealth Advisors | 972-960-6460
Steve Blankenship
Heritage Financial Planning | 214-446-2100
Kalita Blessing
Quest Capital Management | 214-691-6090
Jessica Boghetich
RGT Wealth Advisors | 214-360-7000
Jaime Boyles
Lee Financial | 972-960-1001
Melissa Brennan
ARS Private Wealth | 214-558-0228
Katie Brewer
Your Richest Life | 469-708-7975
Caleb Brian
True North Advisors | 214-360-7300
Larry W. Burgess
MG Retirement Advisors | 972-907-0110
Derek Childs
HFS Wealth Management | 214-346-0785
Bryan Clintsman
Clintsman Financial Planning | 817-410-8200
Brian M. Cloud
RGT Wealth Advisors | 214-360-7000
Rob Cox
Quest Capital Management | 214-691-6090
Randall Crimmings
Clintsman Financial Planning | 817-410-8200
Guy M. Cumbie
Cumbie Advisory Services Inc. | 817-335-1181
Christopher Currin
Mercer Advisors | 877-799-4647
Nathan Davis
Aspen Wealth Management | 817-546-6353
Rett Dean
Riverchase Wealth Management LLC | 972-471-9013
Patrick Dougherty
Dougherty Wealth Management LLC | 214-550-8989
Shaun Dowling
HFS Wealth Management | 214-239-0869
David S. Dryden
Insight Wealth Partners | 972-543-4800
David Faulkner
Spectrum Advisors | 972-931-3700
Tiffany Finney-Johnson
New Dimensions Wealth Management | 972-972-8566
Andrew Gardner
Gardner Wallace Financial Solutions | 972-833-2572
Frannie Gardner
Gardner Wallace Financial Solutions | 972-833-2565
Brandon W. Garrett
BentOak Capital | 817-288-3004
Michelle Underwood Gass
Paradigm Advisors LLC | 214-756-6060
John Gay
Frisco Financial Planning LLC | 469-248-6237
Allison Geiger
Heritage Financial Planning | 214-446-2100
Nic Gibson
Lee Financial | 972-960-1001
Craig M. Greenway
SFMG Wealth Advisors 972-960-6460
Cassandra Guerrero
RGT Wealth Advisors | 214-360-7000
Josh Hargrove
Insight Wealth Partners | 972-543-4800
Craig Hausz
CMH Wealth Management | 214-692-5878
Aaron Hays
Carter Financial Management | 214-363-4200
Krista Hinton
RGT Wealth Advisors | 214-360-7000
Jeremy Hudson
RGT Wealth Advisors | 214-360-7000
Ryan W. Huey
RoseRock Wealth Management | 214-220-8989
Kyle Imhof
Clintsman Financial Planning | 817-410-8200
Jean Keener
Keener Financial Planning | 817-993-0401
Sean P. Kelleher
Riverchase Wealth Management LLC | 972-471-9013
Brandon H. Kershaw
Southern Wealth Management LLP | 972-661-4608
Casey Kupper
Cadent Capital | 972-441-4554
John A. Kvale
J.K. Financial Inc. | 214-706-4300
Carl Larimore
Mercer Advisors | 877-799-4647
Lynn Lawrance
Cetera Advisor Networks | 214-358-0758
Bryan Lee
Strategic Financial Planning Inc. | 972-403-1234
Brent Little
Odyssey Wealth Management | 972-636-5037
John W. Loyd
The Wealth Planner | 817-877-0717
Blaine Malcolm
Merit Financial Advisors | 214-423-4200
Laura Maxfield
RGT Wealth Advisors | 214-360-7000
Mark McClanahan
RGT Wealth Advisors| 214-360-7000
Thomas McIntire
Cadent Capital | 972-441-4554
Dallas McKee
Lifeway Financial Corporation | 972-378-3776
Jonathan Meaney
Carter Financial Management | 214-363-4200
Kathy Muldoon
Carter Financial Management | 214-363-4200
Thomas E. Murphy
Murphy & Sylvest Wealth Management | 214-373-8362
Taylor Nipp
SFMG Wealth Advisors | 972-960-6460
Ken Painter
Strata Wealth Advisors LLC | 214-420-7020
Bill Perryman
Perryman Financial Advisory Inc. | 972-770-4800
Jimmy Perryman
Perryman Financial Advisory Inc. | 972-770-4800
Keith Pillers
Ackerman Capital Management | 214-361-5383
Dana Pingenot
RGT Wealth Advisors | 214-360-7000
Patty Priddy
Keener Financial Planning | 817-993-0401
Brandon D. Ratzlaff
Cypress Point Wealth Management |214-736-8887
Mike Reppert
Spectrum Advisors | 972-931-3700
J. Tyler Russell
Carter Financial Management | 214-363-4200
Steven T. Schlegel
SchlegelDunn LLC | 972-754-2693
Candace Scholz
Aspen Wealth Management | 817-546-6353
Tara L. Scottino
True North Advisors | 214-360-7300
Mandy N. Sessler
Clintsman Financial Planning | 817-410-8200
Shashin G. Shah
SFMG Wealth Advisors | 972-960-6460
Roger A. Shake
Legacy Consulting Group | 972-599-4750
Chad Smith
Heritage Financial Planning | 214-446-2100
Taylor Steele
Cadent Capital | 972-441-4554
Helen Stephens
Aspen Wealth Management | 817-546-6353
Bob Stowe
Stowe Financial Planning | 972-733-9959
Emily Swerdlow
HFS Wealth Management | 214-346-0785
Trudy R. Turner
Goldman Sachs Personal Financial Management | 972-409-0885
Jan G. Valecka
Valecka Wealth Management | 972-899-1679
Steven G. Wachs
Legacy Consulting Group | 972-599-4750
Neal Wadley|
BMO Wealth Management | 214-682-6010
Dusty Wallace
Strata Wealth Advisors LLC | 214-420-7020
Christie Williams
Lee Financial | 972-960-1001
Chris Young
Quest Capital Management | 214-691-6090
Providing this list of financial advisors / financial planners does not constitute a recommendation or referral to any of the financial advisors listed above. As the lawyers say, caveat emptor.