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The Best Financial Planners in Dallas-Fort Worth for 2024
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The Best Financial Planners in Dallas-Fort Worth for 2024

How we did it: D Magazine asked every certified financial planner in the Dallas-Fort Worth chapter of the Financial Planning Association to vote online. They were asked to nominate peers, both inside and outside their company, who they considered to be the most knowledgeable and experienced financial planners in the industry. Votes from outside the company counted more than votes from within the company. Self-nominations were rejected. A panel of esteemed local financial planners reviewed the list. Only CFPs were on the list. A total of 722 votes were cast and 225 people were nominated. Among them, 84 were selected.

Kay Allen
Allen Wealth Advisors
817-500-0014

Lance Alston
New Dimensions Wealth Management LLC
972-972-8565

Todd R. Amacher
Corient
214-360-7000

Michael Anderson
True North Advisors
214-360-7300

Adrienne Antoine
Lee Financial
972-960-1001

Jenny Armstrong
Lee Financial
972-960-1001

Ginnie Baker
Beard Harris Wealth Management
972-383-0506

Joel Berg
RW Baird
214-373-2919

Crystal Billing
SFMG wealth advisors
972-674-2567

Colin Bindner
True North Advisors
214-360-7300

Ryan Blair
SFMG wealth advisors
972-674-2564

Steve Blankenship
Financial wealth planning
214-446-2100

Jessica Boghetich
Corient
214-360-7000

Jaime Boyles
Lee Financial
972-960-1001

Melissa Brennan
ARS Private Heritage
214-558-0228

Katie Brewer
Your richest life
469-708-7975

Derek Childs
HFS Asset Management
214-346-0785

Bryan Clintsman
Buckingham Strategic Heritage
817-410-8200

Jennsir cook
Cypress Point Wealth Management
214-736-8887

Rob Cox
Mercer Advisors
214-691-6090

Nathan W. Davis
Aspen Wealth Management
817-546-6353

Rett Dean
Riverchase Wealth Management
972-471-9013

Devin DeLapp
SFMG wealth advisors
972-674-2547

Patrick Dougherty
WPWealth
469-598-7944

David Dryden
Insight Wealth Partners LLC
972-543-4800

David R. Faulkner
Spectrum Advisors
972-931-3700

Tyler Floyd
SFMG wealth advisors
972-674-2556

Andrew Gardner
Gardner Wallace Financial Solutions
972-833-2572

Frannie Gardner
Gardner Wallace Financial Solutions
972-833-2571

Michelle Underwood Gass
Paradigm Advisors LLC
214-756-6066

Allison G. Geiger
Financial wealth planning
214-446-2100

Jen Grant
Perryman Financial Advice
972-770-4800

Stephen T. Hart
Generational Wealth Advisors
972-378-1795

Craig Hausz
CMH Wealth Management
214-692-5878

Aaron Hays
Carter Financial Management
214-363-4200

Krista Hinton
Corient
214-360-7000

Jeremy Hudson
Corient
214-360-7000

Ryan Huey
RoseRock Wealth Management LLC
214-220-8989

Kyle Imhof
Buckingham Strategic Heritage
817-410-8200

Ben Jones
Buckingham Strategic Heritage
817-410-8200 ext. 9143

Maya Katzman
Symmetry Wealth Strategies
972-361-3846

Jean Keener
More in-depth financial planning
817-993-0401

Sean Keller
Riverchase Wealth Management
972-471-9013

Casey Kupper
Cadent Capital LLC
972-777-4991

John Kvale
JK Financial Inc.
214-706-4300

Greg Lanier
Buckingham Strategic Heritage
817-410-8200 ext. 9139

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

John Loyd
The wealth planner
817-877-0717

Dan Mauck
Lee Financial
972-960-1001

Laura Maxfield
Corient
214-360-7000

Mark McClanahan
Corient
214-360-7000

Dallas McKee
Lifeway Financial Company
972-378-3776

Jonathan Meaney
Carter Financial Management
214-363-4200

Hannah Moore
Guide wealth
214-810-3835

Kathy Muldoon
Carter Financial Management
214-363-4200

Kevin Murphy
Corient
214-360-7000

Thomas E. Murphy
Murphy & Sylvest Wealth Management
214-373-8362

Stephen Nelson
Mills Wealth Advisors
817-416-7300

Taylor Nipp
SFMG wealth advisors
972-674-2566

Ken Painter
Strata Wealth Advisors
214-420-7020

BiIlPerryman
Perryman Financial Advice
972-770-4800

Jimmy Perryman
Perryman Financial Advice
972-770-4800

Keith A. Pillers
Ackerman Capital Management
214-361-5383

Dana Pingenot
Corient
214-360-7000

Shannon Pope
SFMG wealth advisors
972-674-2554

Brandon Ratzlaff
Cypress Point Wealth Management
214-736-8887

Mike Reppert
Spectrum Advisors
972-931-3700

Tyler Russell
Carter Financial Management
214-363-4200

Steven Schlegel
SchlegelDunn LLC
972-754-2693

Candace Scholz
Aspen Wealth Management
817-546-6353

Tara Scottino
True North Advisors
214-360-7300

Shahin Shah
SFMG wealth advisors
972-674-2555

Roger A. Shake
Legacy Advisory Group
972-599-4750

Chad Smith
Financial wealth planning
214-446-2100

Taylor A. Steele
Cadent Capital LLC
972-441-4554

Helen B. Stephens
Aspen Wealth Management
817-546-6353

Bob Stowe
Avior Wealth Management
972-733-9959

Chase Thomas
SFMG wealth advisors
972-674-2541

Trudy R.Turner
United Capital Financial Advisors
972-441-8064

Jan Valecka
Valecka Wealth Management
972-899-1679

Steve Wachs
Legacy Advisory Group
972-599-4750

Dusty Wallace
Strata Wealth Advisors
214-420-7020

Christie Williams
Lee Financial
972-960-1001

Tyler Young
SFMG wealth advisors
972-777-2458

Author

D Magazine

D Magazine