Financial Planners in Dallas, Texas

Colleen M. Bowler

CFP^®

Co-Founder 11.73 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

4331 Brookview Dr
Dallas, TX 75220

(972) 754-4721

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

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

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

Christie S. Williams

CFP^®

President 10.13 Miles

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

Lynn Lawrance

CFP^®, MBA, CLTC

8.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks

12221 Merit Dr, Ste 1760
Dallas, TX 75251-2351

(214) 358-0758

Steven M. Lugar

CFP^®

Managing Director 9.27 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

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

Beaird Harris

5005 LBJ Frwy, Suite 1700
Dallas, TX 75244

12142239400

CONNECT WITH Steven

Mark McClanahan

CFP^®

Advisor 5.46 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

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

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225-6562

(214) 360-7000

Tiffany D. Garza

CFP^®

Portfolio Consultant 5.35 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

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

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225

(214) 378-2243

Joanna C. Jadlow

CFP^®, CPA

5.44 Miles

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

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

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225

(214) 360-7000

Jonathan R. Meaney

CFP^®

Vice President / Wealth Manager 9.25 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

Carter Financial Management, 12222 Merit Drive, Suite 1800
Dallas, TX 75251

(214) 363-4200

CONNECT WITH Jonathan

Craig Cowles

CFP^®

Partner 14.06 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.

Mergent Group

7701 Lemmon Ave, Ste 260-A226
Dallas, TX 75209

(972) 590-8808

Clint Adams

CFP^®

10.36 Miles

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

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

Adams Wealth Management

17950 Preston Rd, Ste 350
Dallas, TX 75252

(214) 446-0977

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

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

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

Mark Koellner

CFP^®, CRPC^®

5.99 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Steel Peak Wealth Management

8350 N. Central Expressway, Suite 1900
Dallas, TX 75206

214-441-7575

CONNECT WITH Mark

Aubrey Carlisle

CFP^®

Financial Advisor 1181.22 Miles

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

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

GuideStone Funds

5005 LBJ Fwy. #2200
Dallas, TX 75244

(888) 984-8433

Grafton Dulany Howland

CFP^®

President 5.83 Miles

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

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

G. Dulany Howland Advisory Corporation

6116 N Central Expy, Ste 518
Dallas, TX 75206

(214) 363-4900

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

Katherine L. Maxwell

CFP^®

President 9.81 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Maxwell Financial Services, Inc.

4833 W Lawther Dr, Apt 409
Dallas, TX 75214-1839

CONNECT WITH Katherine

Kathleen Muldoon

CFP^®

9.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251

(214) 363-4200

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

Stephanie Sammons

CFP^®

Founder 9.69 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management,...More

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

Sammons Wealth Management

12720 Hillcrest Rd, Ste 600
Dallas, TX 75230-2043

(972) 440-1194

CONNECT WITH Stephanie

Deborah A. LeMoine-Hickey

CFP^®

Financial Planner 9.26 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Drive, Suite 1800
Dallas, TX 75251

(214) 363-4200

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

Elizabeth Ashley Sullivan

CFP^®

Wealth Advisor 10.48 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Murphy & Sylvest

13760 Noel Rd, Ste. 300
Dallas, TX 75240

214.373.8362

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

Michelle Gass

CFP^®, CPA/PFS, RLP^®

5.35 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

8111 Preston Road, Suite 575
Dallas, TX 75225

+ 2 More Addresses

Paradigm Advisors

6125 LUTHER LANE
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701

(214) 756-6066

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

CFP®, CIMA®,CPWA®

Merrill Lynch

CFP®

UBS

CONNECT WITH Viktor

CFP®

Lee Financial Corporation

CFP®

Lee Financial Corporation

CFP®, MBA, CLTC

Cetera Advisor Networks

CFP®

Beaird Harris

CONNECT WITH Steven

CFP®

Corient

CFP®

Mercer Advisors

CFP®, CPA

Corient

CFP®

CONNECT WITH Jonathan

CFP®

Mergent Group

CFP®

Adams Wealth Management

MS, CFP®

Beaird Harris Wealth Management

CONNECT WITH Ginnie

CFP®, RICP®

Carter Financial Management

CFP®, AIF®, MSFM

Synergy Wealth Advisors, LLC

CONNECT WITH Rich

CFP®

Mercer Advisors

CFP®, CRPC®

Steel Peak Wealth Management

CONNECT WITH Mark

CFP®

GuideStone Funds

CFP®

G. Dulany Howland Advisory Corporation

CFP®

Perryman Financial Advisory, Inc.

CONNECT WITH Jennifer

CFP®

Maxwell Financial Services, Inc.

CONNECT WITH Katherine

CFP®

Carter Financial Management

CFA, CFP®, EA

Ascentis Wealth Management

CFP®

Sammons Wealth Management

CONNECT WITH Stephanie

CFP®

Carter Financial Management

CFP®

Luminate

CONNECT WITH Mark

CFP®

Murphy & Sylvest

CFP®

Fontana Financial Planning

CONNECT WITH Patrick

CFP®, CPA/PFS, RLP®

Paradigm Advisors

Paradigm Advisors

Paradigm Advisors

CONNECT WITH Michelle

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CFP^®

CFP^®, CIMA^®,CPWA^®

CFP^®

CFP^®

CFP^®

CFP^®, MBA, CLTC

CFP^®

CFP^®

CFP^®

CFP^®, CPA

CFP^®

CFP^®

CFP^®

MS, CFP^®

CFP^®, RICP^®

CFP^®, AIF^®, MSFM

CFP^®

CFP^®, CRPC^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFA, CFP^®, EA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CPA/PFS, RLP^®