Lance  Alston,  CFP<sup>&reg;</sup> - Financial Advisor

Lance Alston, CFP®


New Dimensions Wealth Management, LLC

550 S. Watters Road, Suite 242
Allen, TX 75013
(972) 972-8565


Lance Alston is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at New Dimensions Wealth Management, LLC in Allen, TX and the surrounding communities.

Financial Advisor Overview

At New Dimensions we believe money is only one of the many dimensions of wealth

Lance Alston is president of New Dimensions Wealth Management, LLC, a fee-only financial planning firm serving the far North Dallas communities of Plano, Allen & McKinney.  New Dimensions specializes in providing retirement planning solutions that are uncomplicated, reasonably priced and effective.

has been providing financial planning advice to families and institutions for more than a decade and has been interviewed extensively on financial planning topics by national and local media including NPR, The Wall Street Journal, The New York Times, Kiplinger’s, Consumer Reports, The Dallas Morning News, Chicago Tribune, Baltimore Sun and The Journal of Financial Planning.


Financial Advisor Experience

M.A., Economics, George Mason University B.B.A., The University of Texas at Austin Experience: 2009 - Present: President, New Dimensions Wealth Management, LLC 2002-2008: Partner, JWA Financial Group, Inc 1998-2002: Financial Planner, Carter Financial Management Designations / Affiliations / Awards: Journal of Financial Planning Advisory Board 2009-2012 D Magazine - Best Financial Planners in Dallas (2004, 2006, 2008, 2010, 2012) Financial Planning Association, DFW, Board of Directors 2003-2004

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth


Helpful Financial Planning Resources