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David B. Ackerman

CFP®, CFA

5.44 Miles

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Ackerman Capital Management

5956 Sherry Ln, Ste 1600
Dallas, TX 75225
(214) 361-5383

Thomas J. McBride

CFP®, CIMA®,CPWA®

4.24 Miles

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Merrill Lynch

5910 N Central Expy, Ste 2000
Dallas, TX 75206-5152
(214) 750-2004

Allen J. Dogger

CFP®

Senior Vice President - Investments 0.75 Miles

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

UBS Financial Services, Inc.

100 Crescent Court, Ste 600
Dallas, TX 75201
(214) 932-8917

Viktor Szucs

CFP®

Senior Vice President 0.77 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

UBS

100 Crescent Court, Suite 600
Dallas, TX 75201
(214) 382-2216
CONNECT WITH Viktor
  • linkedin link

Jenny Armstrong

CFP®

6 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Dan Mauck

CFP®

22.76 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Tara L. Scottino

CFP®

Vice President 28.18 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

True North Advisors, LLC

3131 Turtle Creek Blvd, Ste 1300A
Dallas, TX 75219
(214) 360-7300

Rebecca B. Paterik

CFP®

Investment Advisory Representative 7.88 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Mutual Funds,...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

United Planners

7506 Hundley Blvd
Dallas, TX 75231
(214) 478-1822

Ken Painter

CFP®

CEO 6.17 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Strata Wealth Advisors, LLC

8750 N. Central Expressway, Ste 1875
Dallas, TX 75231
214-420-7020

Jon L. Weinstein

CFP®

Financial Advisor 9.68 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks

5809 Lakehurst Ave
Dallas, TX 75230-5031
(972) 385-1106

Lora J. Hoff

CFP® CPWA® CRPS®

Wealth Manager 7.64 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable &...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Wealth Partners Alliance, Dallas

10440 N Central Expwy, Ste 1040
Dallas, TX 75231
(214) 706-0839

Nowell E. Loop

CFP®

3.51 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks, LLC

12221 Merit Dr, Ste 625
Dallas, TX 75251
(214) 987-0924

Ginnie F. Baker

MS, CFP®

Financial Advisor 10.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Beaird Harris Wealth Management

5005 Lyndon B Johnson Fwy STE. 1700
Dallas, TX 75244
(972) 383-0506
CONNECT WITH Ginnie
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J. Tyler Russell

CFP®, RICP®

Managing Senior Vice President and Wealth Manager 9.3 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Suite 1800
Dallas, TX 75251
(214) 363-4200

Rich Childs

CFP®, AIF®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS 5.44 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108
(214) 382-3333
CONNECT WITH Rich
  • linkedin link

Carl A. Larimore

CFP®

Director, Sr. Wealth Advisor 4.84 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Mercer Advisors

8117 Preston Road, # 700
Dallas, TX 75225
(469) 300-9867

Laura Marquard

CFP®

Financial Planner 9.35 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

Equitable Advisors

12377 Merit Dr, Ste 1500
Dallas, TX 75251
(972) 455-9112

Brandon D. Ratzlaff

CFP®

Director 2.2 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Cypress Point Wealth Management

3838 Oak Lawn, Suite 1150
Dallas, TX 75219
(214) 736-8887

Michelle Gass

CFP®, CPA/PFS, RLP®

5.56 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Paradigm Advisors

6125 LUTHER LANE, #225
Dallas, TX 75225
+ 2 More Addresses

Paradigm Advisors

8111 Preston Road
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701
(214) 756-6060
CONNECT WITH Michelle
  • linkedin link

Jennifer Grant

CFP®

9.27 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251
972-770-4800
CONNECT WITH Jennifer
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Kimberly Abmeyer

CFA, CFP®, EA

11.53 Miles

Specialties:

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Ascentis Wealth Management

5001 Spring Valley Rd., Suite 810W
Dallas, TX 75244
214-544-9450

Emerald Ward

CFP®

20.72 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

5960 Berkshire Lane, Ste 1150
Dallas, TX 75225
(214) 646-8747

Mark B. Cannon

CFP®

President/Private Wealth Advisor 4.24 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Luminate

1601 Elm Street, Suite 4350
Dallas, TX 75201
(214) 272-7919
CONNECT WITH Mark
  • facebook link
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Archie Ponce

CFP®

EVP 7.14 Miles

Specialties:

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Optima Asset Management Inc.

8144 Walnut Hill Lane, Suite 1180
Dallas, TX 75231
(972) 455-1125

Patrick Fontana

CFP®

Founder 9.09 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Fontana Financial Planning

12240 Inwood Rd STE 450
Dallas, TX 75244-8089
(214) 400-1001
CONNECT WITH Patrick
  • facebook link
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Daniel Brauer

CFP®

3.85 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

JPMorgan

3111 Drexel Dr
Dallas, TX 75205-2910
(630) 532-4083

Joshua Orton

CFP®

1.1 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

LGT Financial Advisors

2626 Howell St, Ste 700
Dallas, TX 75204
(214) 461-1465
CONNECT WITH Joshua
  • linkedin link

Colton Richards

CFP®

7.28 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

10000 N Central Expy, Ste 700
Dallas, TX 75231-2399
(972) 421-2068
CONNECT WITH Colton
  • facebook link
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  • linkedin link

Michael A. Horlick

CFP®

Principal 17.13 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

CAPTRUST

8619 MIDDLE DOWNS DRIVE
DALLAS, TX 75243
(214) 914-5798

Brandon H. Russ

CFP®

5.61 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

WPWealth

8343 Douglas Ave, #400
Dallas, TX 75225
(817) 259-9794
CONNECT WITH Brandon
  • linkedin link