Find Top Financial Advisors in Fort Worth, Texas

Most of the people I work with aren't looking for more information, they're looking for clarity.

Financial decisions tend to become more complex during major transitions: selling a business, managing equity compensation, navigating a significant increase in income, or receiving an inheritance. In those moments, the challenge usually isn't access to advice, it's making sure every decision works together as part of a larger plan.

I'm a CFP® professional and Managing Partner of Good Life Private Wealth, a fee-only fiduciary firm based in Fort Worth. I work primarily with business owners, executives, and high-income professionals who want a more coordinated approach to investments, taxes, retirement planning, and major financial decisions.

Before becoming an advisor, I served as Vice President of Operations for one of my family's businesses, overseeing more than 50 employees. That experience continues to shape how I work with clients and think about complex financial decisions.

If your financial life feels more complex than coordinated, I'd be happy to connect.

Good Life Private Wealth is a fee-only fiduciary wealth management firm based in Fort Worth, Texas. We work primarily with business owners, executives, and high-income professionals whose financial lives have become more complex over time.

Many of our clients are navigating major financial transitions such as selling a business, managing equity compensation, planning around a significant increase in income, or coordinating multigenerational wealth decisions. In these situations, the challenge is often not access to adviceit's making sure every financial decision works together as part of a larger strategy.

Our role is to help clients coordinate investments, tax planning, retirement decisions, estate planning, and cash flow in a clear and organized way. We often work alongside CPAs and estate attorneys to help ensure strategies remain aligned as life evolves.

As a fee-only firm, we do not receive commissions or third-party compensation. Every recommendation is made in our clients' best interests.

We intentionally maintain a limited number of client relationships so we can provide thoughtful advice, proactive communication, and long-term partnership.

Michelle Vargas, Certified Financial Planner^™ is the President of Waymaker Financial Planning, a Fee-Only planning and investment management firm in Fort Worth, Texas. She focuses on helping Christian women make smart money decisions, especially those in transition to retirement, widowhood, and managing wealth for the first time. Her goal is to help all clients successfully navigate their financial life so that they will be worry free and spend more time doing what they love.

After earning a degree in Finance from the University of Louisiana at Lafayette in 1990, she moved to Orlando, Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she enrolled in her 401K and wanted to learn about additional options to plan for retirement. Not many advisors were willing to help her with her 401K choices, and none offered a written financial plan. In 1994 she left Harcourt Brace Publishing and became licensed to work as a Financial Advisor. In 1998, she completed the rigorous education and experience requirements to become a CFP.

With over 9 years of professional experience as a financial advisor, she daily strives to make the complex simple when advising clients. She often remembers what the experience was like when she was young and looking for an advisor. This memory enables her to be sensitive and patient in all of her interactions. Education is also an important component of her practice, and she has been quoted by CBS News, Yahoo Finance, and MSN.

She and her husband live in Fort Worth, and they have an amazing son Andrew. He is a Young Steinway Artist in graduate school at Texas Christian University. When her son was younger, she was very active in the homeschool community and served as a director, teacher, and support group leader. Her proudest accomplishments are persevering in homeschooling through high school and founding Waymaker Financial Planning.

In her spare time, she enjoys walking through the Fort Worth Botanical Gardens to get inspired to make her own garden more beautiful. Spring is her favorite time of year and she loves exploring backroads filled with beautiful fields of Texas Bluebonnets. Occasionally, when her adventurous side kicks in, she goes white water rafting - with an experienced guide, of course!

Waymaker Financial Planning serves Christian women in all seasons of their lives. We also work with Christian men who are looking for a trusted female CFP so that their wives can begin to learn about family finances now instead of later in a time of grief. We work as Fiduciaries at all times and are Fee-Only Advisors. Our practice is mostly virtual, but we are available for in-person meetings as needed.

Glen Smith is the CEO and Chief Investment Officer of GDS Wealth Management, bringing more than two decades of experience in the financial services industry. He earned his bachelors degree in Management and International Business from Sonoma State University and holds the CERTIFIED FINANCIAL PLANNER" (CFP®) certification as well as the Chartered Retirement Planning Counselor" (CRPC®) designation.

As founder, CEO, and CIO, Glen is most proud of the client-focused culture GDS Wealth Management has builtone rooted in service, integrity, and accountability. He leads the firm with a philosophy of servant leadership and a strong commitment to delivering thoughtful, personalized client care.

Glen is a frequent source of market insight and industry perspective and has been quoted in national publications including The New York Times, The Wall Street Journal, Barrons, CNBC, Investors Business Daily, and The New York Post. He has also appeared in interviews with Fox Business, BBC News, The Schwab Network, BNN Bloomberg, Reuters, and Cheddar TV. Since 2019, Glen has been recognized on Forbes Best-in-State Wealth Advisors list by SHOOK Research.

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.

Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.

We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

At BentOak Capital, we work with people who are facing real life decisions. Whether it is retirement, selling a business, or navigating family dynamics, they come to us for clarity and a plan that actually fits.

We're an independent, fee-only firm, still owned and led by our founding family. No outside investors. No private equity backing. Just a team of professionals who are personally invested in doing what's right for the people we serve. That kind of personal commitment is what builds the long-term relationships our clients value most. Clients work with a team they know - advisors who stay involved, follow through, and take ownership at every step.

Our process is thoughtful and personalized. We take time to understand what matters most to you, then help you move forward on a path of confidence with a clear, practical plan aligned with your values and goals.

If that sounds like what you're looking for, we'd love to talk.

Our Locations:

Weatherford

201 Fort Worth Hwy
Weatherford, TX 76086

Fort Worth

5000 Overton Plaza Suite 110
Fort Worth, TX 76109

Lubbock

5107 82nd Street
Lubbock, TX 79424

I run a financial advisory practice through BMO Investment Services. I serve clients in two key aspects. The first is investment management where I operate as a clients "personal portfolio manager." I collaborate with each client to create a tailored investment portfolio aligned on the client's goals, needs and values. The second is financial planning where I take on the role of a "personal CFO." I ensure my clients have a well-organized financial picture. The four principals that underpin my practice are conviction, fee and tax consciousness, customization, and clear communication.

Prior to joining the BMO Investment Services team, I earned a Bachelors of Science at the University of Texas at Austin and a Master in Business Administration (MBA) at Southern Methodist University. I hold the Chartered Financial Analyst^® (CFA) designation, the CERTFIED FINANCIAL PLANNER^® designation and the Chartered Alternative Investment Analyst (CAIA) designation. I hold my series 7 and 66 licenses, held through LPL Financial along with life and health insurance licenses.

My wife, Christina, and I reside in Dallas, Texas where I was born and raised. We welcomed our daughter, Hollis Newman, into the world in February of 2023. In my spare time, I enjoy golf, boating and college football. I am a long time member of Park Cities Presbyterian Church. As an avid Seinfeld fan, I never tire of the catchphrase greeting "Hello, Newman." Gratitude shapes everything that I do. I thoroughly enjoy my job and am grateful for all clients that allow me to spend my days on a practice that I love.

Building your retirement savings. Financing your children's college education. Growing your business. No matter what your goals are, they become our highest priority because they're our responsibility.

Our financial advisors are held to high industry standards and codes of conduct-with oversight by various regulatory bodies. But responsibility means nothing without the right expertise. That's why many of our advisors go beyond required securities licenses and acquire additional designations to continuously improve their knowledge and skills.

We work with our clients to build and preserve wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success.

Most people aren't thinking about financial plans day to day they're thinking about their family, their future, and whether they're doing the right things with their money.

That's where I come in.

I'm Andrew Kacz, founder of Elevated Wealth Advisory, and my goal is simple: to help you confidently answer the question, "Am I going to be okay?"

That question became personal for me after my father passed away. My mother turned to me and asked exactly that and being able to give her clarity and confidence in that moment is what drives the work I do every day.

I work with individuals and families who want more than just investment advice. They want a clear plan, a better understanding of their financial picture, and guidance they can actually trust.

My approach is centered around three key principles:

Clarity: simplifying complex financial decisions so you can move forward with confidence

Strategy: aligning your investments, taxes, and long-term goals into one cohesive plan

Partnership: being someone you can rely on through every stage of life

Whether you're preparing for retirement, navigating an inheritance, or simply looking to get more organized, my role is to help you make confident, informed decisions about your financial future.

At Elevated Wealth Advisory, we believe financial planning should feel clear, organized, and purposeful-not confusing or reactive.

We are a comprehensive wealth management firm focused on helping clients develop and protect what matters most.

Our approach goes beyond just managing investments. We bring every piece of your financial life together, including:

Investment management

Tax-efficient planning strategies

Estate and legacy planning

Cash flow and retirement planning

Why does this matter? Because most financial mistakes don't happen from one bad decision-they happen when everything isn't working together.

We focus heavily on after-tax outcomes, helping clients avoid "overtipping the IRS" and keep more of what they've worked hard to build.

Our clients often come to us during important transitions-approaching retirement, receiving an inheritance, or simply realizing they want a more organized and proactive plan. What they get is not just advice, but a structured, ongoing strategy designed to adapt as life changes.

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

For more information and updates from John, visit his blog at http://www.street-cents.com/ .

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

Meaningful business relationships require real connections. As such, when managing a family's money, it's not enough just to have our interests aligned with our clients. As a Fiduciary, we aspire to foster a genuine, human connection built on trust and the desire to help families prosper.

We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with.

We don't subscribe to cookie-cutter investment strategies. Our process relies on implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients' unique needs and always keep their best interests in mind.

Your family is unique - we are too. We offer specialized advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking.

Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG.

Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs.

Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ.

Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

We're here to help you achieve your financial goals, manage your money and ultimately, better your life.

Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process.

We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing.

We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive.

We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.

At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.

Trust Bridge Wealth Management is a Dallas-based fiduciary firm dedicated to guiding clients through the complexities of wealth with purpose, clarity, and genuine care. Our mission is simple: to empower you to move confidently toward the future you envision by pairing best-in-class investment advice with proactive tax planning and advanced financial strategies. We serve as your dedicated guide-helping you make informed decisions, navigate transitions, and build a resilient financial plan grounded in your unique goals and values.

Shaped by real-world experience and a deep commitment to service, Trust Bridge was built on the belief that meaningful financial guidance requires more than technical expertise-it requires listening, empathy, and a long-term partnership. We bring a client-focused approach to every relationship, delivering education, tools, and forward-looking strategies that simplify complexity and support long-term success.

Whether you're a business owner, professional, or family navigating major life transitions, we provide comprehensive wealth management that integrates investments, taxes, retirement planning, risk management, and long-term strategic planning. Our vision is to deliver an exceptional advisory experience, helping you cross each financial bridge with confidence, purpose, and peace of mind.

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Ranked "TOP ADVISOR 2025" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

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Kane Vines is a licensed Private Wealth Advisor at Expound Wealth Management with over two decades of rich investment experience and esteemed certifications like *CFP^®, **CRPC^®, and APMA^®.

A Dallas native, Kane's academic pursuits led him to the University of Texas at Austin. His decision to become a financial advisor stems from a profound passion for investments and an innate desire to help people improve their financial situation. In his own words, "I want to help people do better for themselves financially and give them confidence in their future."

To Kane, there's no feeling quite like seeing clients get so excited when they achieve their financial aspirations. With a deep understanding that financial growth isn't an overnight affair, Kane's expertise lies in meticulously crafting strategies that aim to ensure sustained, long-term success.

Kane Vines is married to his wife, Anna, and they have two amazing kids, Sadie and Faryn. When he's not putting smiles on clients' faces, Kane Vines enjoys spending time with his family watching movies, listening to music, or traveling.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP^® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification mark.

**CRPC^® conferred by College for Financial Planning

At Expound Wealth Management, we're not just about numbers and charts. We see dreams and aspirations, and were all about helping you pursue that place of stability and security you can't get to by yourself.

Peter resides in the Dallas area and has served as a financial consultant since 2010.

He has traveled extensively, conducting missions and teaching English classes overseas. He enjoys spending time with his 10 nieces and nephews and is happy that the youngest one shares his name.

After spending some time traveling alone, Peter has developed a greater appreciation for being around family and is happy to form close relationships with his clients, as well as to serve them in the best possible way. Peter enjoys playing the guitar, running, and attending church.

We are an independent financial planning firm delivering customized advice and expertise to best serve your family's needs.

Lifeway Financial is a fee only, fiduciary advisory firm that helps you make clear, confident money decisions. We integrate comprehensive planning, disciplined investment management, and proactive tax strategy so your plan, your portfolio, and your taxes work together.

What makes us different

• Fiduciary, fee only advice, no commissions, transparent pricing.
• Retirement income precision, our Social Security Analyzer tests dozens of claiming strategies, shows breakevens and tax impacts, and aligns benefits with Roth conversions and withdrawal sequencing.
• Evidence based investing, factor aware, tax efficient portfolios with documented targets and guardrails in your Investment Policy Statement, plus disciplined rebalancing and risk controls.
• Tax aware execution, asset location, tax loss harvesting windows, and smart cash management to improve after tax results.
• visible service calendar, recurring reviews, beneficiary and titling checks, and coordination with your CPA and attorney so nothing slips.
• One coordinated team, one integrated plan, one clear point of accountability.

How we work
1. Define outcomes, understand constraints, and gather the right data.
2. Build your plan, cash flow, retirement, taxes, risk, education, and estate coordination, with clear, prioritized next steps.
3. Implement your investment policy with low cost building blocks and selective factor tilts.
4. Monitor and refine through scheduled reviews, timely check ins, and rapid response when life changes.

The result
Less noise, more progress you can measure, a plan that adapts as you do, and a long term partner focused on after tax, after fee results.

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently.

This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans.

Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 25 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals.

While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint.

I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution.

Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

First, we analyze a client's financial history, looking at money held in investments, savings accounts, and retirement funds. Next, we build on that information, taking into account expenses, financial goals, and legacy building.

Every piece of advice we give is carefully researched, so that you can feel confident in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we're an independent financial advisor, we're not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposits, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market.

We analyze all the options to come up with an approach that fits your goals and needs, and help you effectively and efficiently save for retirement, pay fewer taxes, and transfer your wealth.