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

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Dallas, Texas that can fulfill your requirements.

List of Qualified
Financial Planners in Dallas, Texas


Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415 7489181

Connect with Dash

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214 7064300

Connect with John

Jonathan Loeffler

Ascent Capital Partners

5956 Sherry Lane, 20th Floor

Dallas, TX 75225

928 5032437

Connect with Jonathan

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214 5453305

Connect with Zach

Allworth Financial

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888 2426766

Connect with Allworth

Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972 7559000

Connect with Bryn

Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866 5511705

Connect with Retirement

Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469 2128072

Connect with Glen

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469 3221210

Connect with Kenneth

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.

McKinney, TX 75070

214 5420809

Connect with Jeffrey

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