Find Top Financial Advisors in Granbury, Texas

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

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.

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.

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.

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.

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.

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.

Google Reviews

Read articles by Jonathan Dash

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.