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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

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

Robert Allen Cox

CFP®

Senior Wealth Advisor 5.4 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance

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

Mercer Advisors

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 378-2224

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

Clark D. Randall

CFP®CLU AEP AIF RSSA

Director of Financial Planner 6.13 Miles

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

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

Creekmur Wealth Advisors

PO Box 764222
Dallas, TX 75349
(972) 371-0344

Gregory L. Reed

CFP®

9.95 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Smith, Frank & Partners

5400 Lyndon B Johnson Fwy, Ste 1250
Dallas, TX 75240-6243
(972) 490-4377

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

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

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

Michael Shockley

CFP®, J.D., MBA

5.44 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Corient

5950 Sherry Lane, Ste 600
Dallas, TX 75225
(214) 360-7000

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

Ryan W. Huey

CFP®

President 5.44 Miles

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

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

RoseRock Wealth Management, LLC

5950 Sherry Lane, Suite 201
Dallas, TX 75225
(214) 220-8989

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

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
  • linkedin link

Thomas E. Murphy

CFP®

Chief Executive Officer 10.06 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.

Murphy & Sylvest

13760 Noel Rd, Ste 300
Dallas, TX 75240
(214) 373-8362

Justin B. Luddeke

CFP®

6 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

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

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

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

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

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

William Perryman

CPA, CFP®

10.13 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Perryman Financial Advisory

12221 Merit Dr, Ste 1660
Dallas, TX 75251
(888) 666-0476
+1 More Number
(972) 770-4800

Paul Lightfoot

CFP®

7.16 Miles

Specialties:

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

Optima Asset management, Inc.

8144 Walnut Hill Ln, Ste 1180
Dallas, TX 75231-4323
(972) 726-0400

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
  • facebook link
  • twitter link
  • linkedin link

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

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
  • twitter link
  • linkedin link

Jaime Boyles

CFP®

Senior Financial Planner 6 Miles

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