The Top Wealth Managers in Dallas list is compiled based on a series of criteria shared on D Magazine’s website. One of the criterion is serving clients as a fiduciary, which we are proud to have done since the firm’s founding in 2008. Other factors include client retention, assets managed, and length of time in business. Because of our team‘s focus on providing truly personalized financial planning and client service with a non-traditional fee-only approach, this recognition means the world to us. Thanks to D Magazine and the review panel for including us.
The Best Financial Planners in Dallas list is based on peer nomination through the Dallas-Fort Worth Financial Planning Association. It’s always a special moment to receive the affirmation and respect of your financial planning peers. Thank you for including me in the list. I look forward to continuing to provide advice to clients from all walks of life to help them reach their goals.