The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

Meaningful business relationships require real connections. As such, when managing a family's money, it's not enough just to have our interests aligned with our clients. As a Fiduciary, we aspire to foster a genuine, human connection built on trust and the desire to help families prosper. We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with. We don't subscribe to cookie-cutter investment strategies. Our process relies on implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients' unique needs and always keep their best interests in mind. Your family is unique - we are too. We offer specialized advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking. Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

For most people, a comfortable retirement is an admirable aspiration, but unless you track, 
quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. That 
is where I come in - I will help devise various savings and investing strategies unique to your 
needs, and we work together to achieve your financial goals . It is my passion to help others 
find financial freedom and independence by establishing clear goals and practicing financial 
discipline. As an independent advisor, I have no incentive to recommend only proprietary 
investment products, so you have the assurance that I am free to act only in your best interest. 
I provide access to a broad range of investment, retirement, and estate planning strategies. 
Backed by a team of dedicated professionals and a company committed to service and growth, I take 
a long-term relationship approach to working with my clients.

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $4.7 billion for over 8,000 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2021)

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

I have been an Independent Financial Service Representative since 2000, and have been involved in 
business management and finances for over 20 years. As any independent advisor, I specialize in 
working with individuals and small businesses to provide solutions that help his clients to reach 
their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically 
customizing plans to suit my clients' individual needs. I educate clients to lessen their worries 
and to help them make more informed financial decisions, by offering a professional, independent 
and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all 
aspects of their financial lives from investment strategies, retirement planning, estate planning 
issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial 
Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M. My objective is to educate my clients and explain what my recommendations are and why. I want 
my clients to walk this journey with me and be involved. One thing that has always been a 
precedent of mine is finding a solution for my clients. I believe in finding the "square peg 
that will fit in the round hole." This method allows me to research for my clients and find the 
best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge 
of this business and what I look forward to everyday. I assist my clients in the areas of asset 
management as well as insurance needs, if the need exists. If you are looking for someone that 
will explore the full financial arena for you or to manage your assets then give me a 
call.

Freshfield is an independent fee-only Registered Investment Advisor and offers individuals expert investment management and financial planning. Freshfield provides these services as a fiduciary, meaning we're legally obliged to put our client's best interests first. Unlike brokers, we don't earn commissions by selling proprietary products such as mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on you and your investment goals. We believe this and our deep expertise determine why 9 out of 10 clients entrust their investments portfolios to us for the long term.

At JTL Wealth Partners, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goals are: 
- To provide clients with clarity 
- To educate 
- To make significant and tangible progress toward every client's financial goals We are our client's financial advocate. We strive to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

Merit Financial Advisors is a team of wealth professionals specializing in the key areas of financial planning enabling us to provide the best in class service and advice. We offer a wide range of services to meet your personal goals, such as: financial, tax and estate planning; risk management and the creation of personalize investment strategies. Our focus is to add value and assist clients through life's big transitions: retirement, divorce, widow/widower hood, loss or transition of a job . We offer a complementary initial in-person meeting at our Frisco or Southlake location, on the phone or via zoom. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, and Merit Financial Advisors are separate entities from LPL Financial. Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.
We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client's personal growth along with their financial goals. We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives. Our mission is to create the ultimate client experience. We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.

Find the best financial advisor in Dallas, TX. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in Dallas, Texas

List of Qualified
Financial Planners in Dallas, Texas

Dash Investments

Dash Investments

John Kvale

J.K. Financial, Inc.

Jonathan Loeffler

Ascent Capital Partners

Zach Allen

Disciplined Advisor Group

Allworth Financial

Allworth Financial

Bryn Henry

Guided Path Financial

Retirement Planners of America

Retirement Planners of America

Glen Smith

GDS Wealth Management

Kenneth Beber

Peak Financial, Inc.

Jeffrey M. Garton

JMG Wealth Management

Frequently Asked Questions

FIND A
FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in Dallas, Texas

List of Qualified Financial Planners in Dallas, Texas

Dash Investments

J.K. Financial, Inc.

Ascent Capital Partners

Disciplined Advisor Group

Allworth Financial

Guided Path Financial

Retirement Planners of America

GDS Wealth Management

Peak Financial, Inc.

JMG Wealth Management

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Dallas, Texas

FIND A
FINANCIAL
PLANNER