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. 

Tap here for a decision tree on creating a trust

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 Advisors214-360-7000

Michael J. Anderson
True North Advisors214-360-7300

Jenny Armstrong
Lee Financial972-960-1001

Ellenore Baker
Carter Financial Management214-363-4200

Ginnie Baker
Beaird Harris | 972-503-1040

Zac Beckerley
Merit Financial Advisors | 214-423-4200| 

Tyler Beeson
WPA Family Office214-945-0888

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 Planning214-446-2100

Kalita Blessing
Quest Capital Management214-691-6090

Jessica Boghetich
RGT Wealth Advisors214-360-7000

Jaime Boyles
Lee Financial | 972-960-1001

Melissa Brennan
ARS Private Wealth214-558-0228

Katie Brewer
Your Richest Life469-708-7975

Caleb Brian
True North Advisors214-360-7300

Larry W. Burgess
MG Retirement Advisors972-907-0110

Derek Childs
HFS Wealth Management214-346-0785

Bryan Clintsman
Clintsman Financial Planning817-410-8200

Brian M. Cloud
RGT Wealth Advisors214-360-7000

Rob Cox
Quest Capital Management214-691-6090

Randall Crimmings
Clintsman Financial Planning817-410-8200

Guy M. Cumbie
Cumbie Advisory Services Inc.817-335-1181

Christopher Currin
Mercer Advisors877-799-4647

Nathan Davis
Aspen Wealth Management817-546-6353

Rett Dean
Riverchase Wealth Management LLC 972-471-9013

Patrick Dougherty
Dougherty Wealth Management LLC214-550-8989

Shaun Dowling
HFS Wealth Management214-239-0869

David S. Dryden
Insight Wealth Partners972-543-4800

David Faulkner
Spectrum Advisors972-931-3700

Tiffany Finney-Johnson
New Dimensions Wealth Management | 972-972-8566

Andrew Gardner
Gardner Wallace Financial Solutions972-833-2572

Frannie Gardner
Gardner Wallace Financial Solutions972-833-2565

Brandon W. Garrett
BentOak Capital | 817-288-3004

Michelle Underwood Gass
Paradigm Advisors LLC 214-756-6060

John Gay
Frisco Financial Planning LLC469-248-6237

Allison Geiger
Heritage Financial Planning214-446-2100

Nic Gibson
Lee Financial972-960-1001

Craig M. Greenway
SFMG Wealth Advisors 972-960-6460

Cassandra Guerrero
RGT Wealth Advisors 214-360-7000

Josh Hargrove
Insight Wealth Partners972-543-4800

Craig Hausz
CMH Wealth Management 214-692-5878

Aaron Hays
Carter Financial Management214-363-4200

Krista Hinton
RGT Wealth Advisors214-360-7000

Jeremy Hudson
RGT Wealth Advisors214-360-7000

Ryan W. Huey
RoseRock Wealth Management214-220-8989

Kyle Imhof
Clintsman Financial Planning817-410-8200

Jean Keener
Keener Financial Planning817-993-0401

Sean P. Kelleher
Riverchase Wealth Management LLC972-471-9013

Brandon H. Kershaw
Southern Wealth Management LLP 972-661-4608

Casey Kupper
Cadent Capital972-441-4554

John A. Kvale
J.K. Financial Inc.214-706-4300

Carl Larimore
Mercer Advisors877-799-4647

Lynn Lawrance
Cetera Advisor Networks214-358-0758

Bryan Lee
Strategic Financial Planning Inc. | 972-403-1234

Brent Little
Odyssey Wealth Management972-636-5037

John W. Loyd
The Wealth Planner817-877-0717

Blaine Malcolm
Merit Financial Advisors | 214-423-4200

Laura Maxfield
RGT Wealth Advisors214-360-7000

Mark McClanahan
RGT Wealth Advisors| 214-360-7000

Thomas McIntire
Cadent Capital | 972-441-4554

Dallas McKee
Lifeway Financial Corporation972-378-3776

Jonathan Meaney
Carter Financial Management214-363-4200

Kathy Muldoon
Carter Financial Management214-363-4200

Thomas E. Murphy
Murphy & Sylvest Wealth Management214-373-8362

Taylor Nipp
SFMG Wealth Advisors972-960-6460

Ken Painter
Strata Wealth Advisors LLC214-420-7020

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 Advisors214-360-7000

Patty Priddy
Keener Financial Planning817-993-0401

Brandon D. Ratzlaff
Cypress Point Wealth Management |214-736-8887

Mike Reppert
Spectrum Advisors972-931-3700

J. Tyler Russell
Carter Financial Management214-363-4200

Steven T. Schlegel
SchlegelDunn LLC972-754-2693

Candace Scholz
Aspen Wealth Management 817-546-6353

Tara L. Scottino
True North Advisors | 214-360-7300

Mandy N. Sessler
Clintsman Financial Planning817-410-8200

Shashin G. Shah
SFMG Wealth Advisors | 972-960-6460

Roger A. Shake
Legacy Consulting Group972-599-4750

Chad Smith
Heritage Financial Planning214-446-2100

Taylor Steele
Cadent Capital972-441-4554

Helen Stephens
Aspen Wealth Management817-546-6353

Bob Stowe
Stowe Financial Planning972-733-9959

Emily Swerdlow
HFS Wealth Management214-346-0785

Trudy R. Turner
Goldman Sachs Personal Financial Management972-409-0885

Jan G. Valecka
Valecka Wealth Management972-899-1679

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