Find Top Financial Advisors in Addison, Texas

Alex founded Tiverton Wealth after serving as Chief Strategy Officer for a prominent investment management office in Houston. With a strong foundation in comprehensive financial planning, Alex began his career in financial services in 2017 with Northwestern Mutual, where he developed the essential skills that now guide his client-centered approach at Tiverton Wealth. Alex is an alumnus of the C.T. Bauer College of Business at the University of Houston, where he completed the Personal Financial Planning (PFP) Track, a specialized BBA in Finance program that prepares graduates for success in personal financial planning. This CFP® Board-approved program meets the educational requirements for the CFP® Exam, equipping Alex with with comprehensive knowledge in the financial planning industry. Alex resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs, Beaux and Bella. Together, they share a passion for exploring new cultures and spending meaningful time with friends and family. For Alex, fatherhood remains his most significant role, as he finds purpose and joy in making a lasting impact on his family and his community. As he puts it, 'Zoe and my poodles are a true blessing. I am thankful every day for the privilege of being their father.' Alexs dedication to family, community, and clients reflects his commitment to creating lasting positive impacts in every endeavor.

Tiverton Wealth was established to be at the heart of our clients' financial lives. Our mission goes beyond simply managing assets or offering insurance solutions; we are here to guide you in making sound financial decisions for you and your family's future. At Tiverton Wealth, we're flexible in how we work with you our only priority is supporting you in making the best choices!

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.

Beck Capital Management has been helping individuals, families, and businesses manage their investments since 1997. Our mission is to offer an alternative to the one-size-fits-all approach common in the industry. We utilize in-house, custom-built portfolios, designed to align with each client's goals and risk tolerance - often with lower fees than larger, layered institutions.

We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.

Benjamin founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a Certified Financial PlannerTM practitioner with over 16 years of wealth management experience. He services clients in the New Braunfels, TX community who are approaching retirement.

Benjamin is a retirement and tax planning expert. He is passionate about helping you find your unique path to a successful retirement and helping you maintain your desired lifestyle once retired.

Prior to Comal Wealth Management, Benjamin spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, he was one of the youngest advisors promoted to Wealth Manager and was tasked with leading the Wealth Management offering in El Paso, TX. After 3 years in El Paso, he joined the Austin, TX Wealth Management team to serve the Central Texas community.

Previously, he earned his undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, he earned his MBA from Colorado State University.

He is a born-and-raised Texan and has called New Braunfels, TX home since 2018.

In his free time, he loves to travel with his wife Brooke, preferably somewhere with beaches and palm trees.

He offers a free Retirement Readiness Review for prospective clients.

Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX.

We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.

We offer a free Retirement Readiness Review for prospective clients.

FEE ONLY - As a fee-only financial advisor, we are compensated solely by the client, without receiving commissions or other incentives from financial product providers, ensuring unbiased financial advice tailored to our client's needs.

FIDUCIARY - As a fiduciary financial advisor, we are ethically and legally bound to act in our clients' best interest. We provide advice based on what we believe to be in the best long-term interest of our clients.

PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception.

VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.

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

Billy Desai, MBA, CFA, is the Founding Partner and CEO of Analog Capital Partners (ACPFO), a Houston-based, fee-only fiduciary wealth advisory firm serving individuals and families seeking truly independent, institutional-quality guidance. With a background spanning institutional consulting, investment banking, and global asset-management research, Billy brings a disciplined, analytical approach to long-term wealth building. He holds an MBA from IESE Business School, a bachelor's degree from McGill University, and the Chartered Financial Analyst designation. Analog is built on three commitments: service without conflicts, investments without constraints, and planning without limits - ensuring that every client receives transparent, objective advice free from product sales or hidden incentives.

What sets Analog apart is its proprietary portfolio construction philosophy. Billy rejects traditional one-size-fits-all 60/40 models and instead builds highly diversified, research-driven portfolios tailored to each client's financial, tax, and generational goals. Analog portfolios typically include a strategic blend of individual stocks, high-quality bonds, precious metals, REITs, and alternative assets, designed to manage volatility, enhance long-term returns, and defend against concentrated macro risks. This institutional-grade framework - combined with deep personal engagement and clear, jargon-free communication - allows clients to navigate complexity with confidence and position their wealth for resilience, growth, and legacy.

Analog Capital Partners is a fee-only fiduciary financial planning and wealth management firm headquartered in Houston, Texas. With over 20 years of institutional advisory experience, the firm offers a range of services, including:

- Financial Planning: Lifelong process of aligning your behavior with your most important goals regardless of market conditions.
- Wealth Management: Diversified strategies encompassing public, private assets, and alternatives..
- Tax Services: Comprehensive U.S. and global tax planning, compliance, and strategic advice for individuals and entities..
- Estate Planning: Development of living trusts and advanced taxable estate strategies..
- Family Office Services: On-demand access to tax, estate, investment, and risk specialists, either individually or as an integrated solution.

The firm emphasizes its unconflicted, partner-owned fiduciary model, ensuring no conflicts of interest, no products to sell, and no commissionable services. Client assets are managed and held at Goldman Sachs.

Analog Capital Partners was founded in May 2020 by Billy Anil Desai and Daniel Earl Adams.

Brian Butler is an award-winning CEO, Senior Wealth Advisor based in Houston, Texas with 18 years of experience in the field. Brian Butler is dedicated to helping individuals turn their financial "somedays" into reality through retirement planning, business owner succession, and comprehensive wealth management.

As the host the popular podcasts and YouTube channels, The Retirement Chef: Whipping Up Wealth with Brian Butler. He blends his passion for financial planning with engaging content. His unique approach connects cooking and retirement, offering practical recipes and retirement strategies to create a fulfilling life

Brian simplifies complex financial concepts with his extensive technical research. As CEO and Senior Wealth Advisor, he collaborates with clients to design their financial lives, enabling them to thrive and make a positive impact on the people and organizations they care about.

Brian is a Chartered Retirement Planning Counselor^® (CRPC), a Certified Exit Planning Advisor^® (CEPA), and a Certified Plan Fiduciary Advisor^® (CPFA), Brian is also pursuing advanced education through the prestigious Pepperdine University Executive Planning Certificate Program and Yale University's Certified Private Wealth Advisor^® (CPWA) program in partnership with the Investments & Wealth Institute. He serves on the advisory board of CHIP (Changing How Individuals Prosper) and is a member of the Association of African American Financial Advisors.

Outside of his professional life, Brian enjoys spending time outdoors with his family and is an avid basketball fan. His bucket list includes the dream of flying a plane one day.

The Vast World of Finances

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to manage your goals.

Wealth Standard Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, advice, and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

Before founding LX Parker I served as a wealth manager and private banker at some of the top firms in the industry including: Silicon Valley Bank, Bank of America, USAA, and Ameriprise Financial. I also worked for $300B+ asset management firm, Dimensional Fund Advisors, where I was mentored by the co-CEO.

As a CFP^® professional, I am required to complete rigorous testing, experience, ethics and continuing education requirements covering investments, retirement, insurance, tax and estate planning. I am bound by the CFP Board's Code of Ethics and am required to put client's interest ahead of my own at all times.

I graduated cum laude from Lehigh University at age 20 while pursuing a double major in Finance and Marketing and a double minor in Entrepreneurship and Music Business. I earned my MBA from the University of Texas at Austin where I received the Dean's Leadership Award and was the Inaugural Texas Venture Labs Scholar.

On the weekend I recharge my batteries in East Texas at LX Parker Ranch where we use regenerative farming practices to sustainably grow organic hay and grass fed beef on the very land where my ancestors were once enslaved. If I'm not at the ranch, then I'm at church playing the piano for Sunday service.'

I met my wife, Christy, at a church summer camp when we were 12 years old. I had a crush on her and she didn't like me. Fast forward, we have been married for over 13 years. We have three wonderful sons Logan (5), Xavier (2) and Parker (infant). LX Parker... See what I did there ;-).

If you made it this far you should go ahead and schedule a complimentary consultation.

In 2022 Business Insider rated our founder, Courtney Leffall, as one of the Top 7 Private Bankers in America Under 40. In 2023 when his prior firm, Silicon Valley Bank, collapsed he recognized that the best way to protect and serve clients going forward was to launch independent firm, LX Parker Wealth Management.

We are an independently owned and operated boutique wealth management firm dedicated to helping our clients retire early and successfully through sound investment management and comprehensive financial planning.

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and an early adopter of the Fiduciary fee-only practice model to provide the best and most unbiased advice possible.
Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU^®) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor.

From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I.

Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations.

Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.

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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David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges.

David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA^® Charterholder and a CERTIFIED FINANCIAL PLANNER^™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.

Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM

Doug Gibson has helped countless individuals and business owners navigate the many challenges investors face daily. His philosophy is simple, have a plan, and play it S.A.F.E. The S.A.F.E investment philosophy is simple, the market is unpredictable but by having a disciplined approach and focusing on the factors we CAN control, we can significantly improve the ability for clients to achieve their goals. Those factors are Strategy, Allocation, Fees, and Expenses. Adhering to this philosophy along with a tax centric, comprehensive financial plan, his clients have total transparency, and a vital understanding of their financial objectives. By putting the needs of his clients first and using the S.A.F.E investing philosophy he pioneered, his clients not only understand the implications of financial decisions but can make the ones that will have a positive impact on their financial future.

SMART Group Houston is not your ordinary Financial Services firm. Most firms are transactional, focusing strictly on the accumulation of assets using arbitrary risk/reward criteria to select financial products. In our experience taking on additional risk will not necessarily yield greater returns. We approach our clients finances from a broader perspective. We focus not just on accumulating wealth but protecting it as well. We focus not just on your immediate needs, but how each piece fits in within your entire financial strategy. Our approach enables us to identify opportunities that other firms may, and usually do, overlook. We look for ways to make your money work harder for you in ways that you might never have imagined. We have found that many common investment strategies seriously underestimate the challenges facing you as you transition into other phases of your financial journey. Ultimately, we strive to give each client the opportunity to spend less time worrying about their portfolio and wondering whether your money will be enough to give you the financial freedom you expect. We do this, not through unrealistically optimistic and risky investments, but through a comprehensive strategy that outlines the ideal path to your financial success. In our view, taxes remain one of the biggest risks to wealth creation and accumulation. Every dollar is taxed in 4 ways, when you EARN it, when you GROW it, when you SPEND it, and when you PASS AWAY. At SMART Group, we won't file last years tax returns, but we will do your FUTURE tax returns by providing you with custom strategies designed to help you save taxes in each of the 4 phases of taxation. Our team of licensed CFP's and CPA's will help guide you throughout each step of your financial journey.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.

Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.

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.

As an Investment Strategist, over the past 20 years George serves as his client's personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent.

Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.

When collaborating with my office, you'll discover that our approach strives to strike a harmonious balance between your immediate income needs and your long-term wealth-building aspirations. We take into careful consideration your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations.

Upon thorough examination of your objectives and a comprehensive understanding of your current financial landscape, I collaborate with you to formulate actionable recommendations, solutions, and strategies. Once a plan is established, we commence the implementation of these actions and strategies.

I continually monitor the performance, risk profile, investment style, and management of your investments and strategies. Regular communication is essential, and I ensure ongoing discussions to assess results, address any concerns, and provide answers to your questions, offering you peace of mind throughout our journey together.

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.

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.

James Enriquez is a dedicated Financial Advisor with 14 years of experience in the financial industry. Holding credentials such as a Master of Science in Taxation (MST), Enrolled Agent (EA), and Certified Financial Planner (CFP), James has built a career grounded in a desire to help people achieve their financial dreams. His favorite part of the job is witnessing the successful realization of a financial plan, seeing the tangible results of planning and strategic execution.

James' commitment to his role as a Financial Advisor is evident in the care and precision with which he approaches each client's unique situation.

The financial landscape is complex, yet filled with opportunities. At Strategic Insight Financial Planning Group, we strive to bring clarity to this complexity, guiding you to make informed decisions that align with your financial goals.

We go beyond one-size-fits-all solutions. Our services are tailored to your unique life situation, providing a customized roadmap that addresses your needs, from tax planning and retirement strategies to estate planning and investment management.

Consider us your partners. We proactively monitor your financial health, adapting strategies as your life evolves and ensuring you are always on the best path to achieve your goals.

Understanding your finances empowers you to make better decisions. We provide the insights and knowledge you need to feel confident about your financial future. Our goal is to make you feel valued, understood, and confident in your financial decisions.

Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeffs vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs. Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients goals from income generation and capital preservation to tax-efficiency and growth.

At Rhame & Gorrell Wealth Management, we have built a firm for the future of financial planning, with the tools, research, resources, and talent that you deserve. We are local financial advisors in The Woodlands, providing Wealth Management, Investment Management, Financial Planning, Tax, and Retirement Planning.

Because of our dedication to getting to know our clients better, we're able to be more effective in creating a plan that helps you achieve your goals. We thrive on the relationships we build and establish a foundation of transparency and trust. Contact us for all of your investment and wealth management needs in The Woodlands.

Preparing for that next step in life isn't always easy. My combination of experience, professionalism as well as access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.

I have been a resident of Dallas for over 48 years. I reside in McKinney, Tx. with my wife Tammy, whom I have been married to for 30 years, and our two children Taylor (19) and Addison (17). I enjoy working out, playing golf, and staying active. I also enjoy being involved in my children's lives as much as a 17-yr old & a 19-year-old will let you. I graduated from Texas State University, where my wife and I met.

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 25 + years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, July 2024, my 200+ clients have entrusted me with their assets in excess of $32M.

My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research my clients and find the best-case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to every day. I assist my clients in the areas of asset management as well as insurance needs if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.

Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals. Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997. Prior to joining Frank, he spent 11 years in the financial services industry. First, managing his own insurance agency, and then as the Area Director of the city of Austins Deferred Compensation Plan. The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs.

At BCM, we employ an investment philosophy based on Sector Rotation, a strategy that allows us to focus on specific industries while avoiding the sectors of the market that are out of favor. This stands in direct contrast to the cookie-cutter approach of investing in a basket of mutual funds and/or exchange-traded funds (ETFs). The portfolios at BCM are custom-tailored to the individual and are aligned with their specific tolerances to risk and volatility. All investment decisions are made in-house, which avoids the typical layering of investment fees.

There is no doubt that next to marrying his lovely bride of 23 years, Janet, this was easily the best decision he ever made. Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

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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.

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.

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.

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.

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.

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.

Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families create strategies that see to maximize their personal wealth and attain financial confidence for over 17 years. He is a Certified Financial Planner^™ professional and a Registered Principal working through LPL Financial, a registered broker dealer. Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients work towards what is meaningful in their lives. He is completely independent and this ensures he has the freedom to act in your best interest through an advisory relationship.

Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.

Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.

Our goal at Geisbauer Wealth Management is to be your most trusted partner through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures our advisors will always have the freedom as they continually strive to act in your best interest. Managing risks, low investment costs and competitive return potential. We do this through a variety of features that can be of great benefit to investors like you:

Extensive Diversification - Instead of holding only some stocks and bonds, your portfolio will feature thousands of securities from as many as 19 separate asset classes and market sectors. This investment strategy helps manage risks as part of our goal to help you to earn more competitive returns.

Independent Research - Our investment process leverages well over 100 years of collective investment management expertise on the part of our research partner, LPL Financial, and is founded on the premise that sound science backed by decades of academic research offers the smartest approach to investing.

Account Protection - The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

LPL Financial and Geisbauer Wealth Management do not offer tax or legal services.

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

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.