Financial Advisors in Dallas, Texas

We selected Savant Wealth Management as one of the best financial advisors in Dallas due to their extensive experience since 1986 and commitment to tailoring financial decisions to clients' best interests. With a wide range of specialties including comprehensive wealth management, investment management, and estate planning, Savant provides holistic financial guidance. As an independent and fee-only firm with a legacy of excellence, Savant's client-centric approach ensures trust, confidence, and ethical responsibility in managing clients' assets.

Founded in 2016, Facet Wealth is a top financial advisor in Dallas because they offer a wide range of services, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Headquartered in Baltimore, MD, Facet has a dedicated team of experienced financial experts who provide objective guidance as fiduciaries through an innovative flat fee model. With their comprehensive and personalized financial solutions, Facet helps clients in Dallas on a transformative journey towards financial well-being.

Tolleson Wealth Management is a top financial advisor in Dallas because of its extensive range of services including investment management, trustee services, philanthropy, and private banking. Founded in 2000 and headquartered in the city, they strongly emphasize passion and purpose, cultivating a workplace where team members support each other and clients' financial needs are met. With an objective approach to wealth management, Tolleson strives to help affluent clients achieve their financial goals while reflecting their family values.

Due to their extensive expertise in tax planning, financial planning, and investment management, Beaird Harris is one of the best financial advisors in Dallas. Founded in 1996 and headquartered there, they have served clients in the Dallas area for over two decades. Their ability to integrate tax and wealth management services provides clients comprehensive solutions and ensures optimal coordination between tax strategies and investment decisions.

We chose ISC Advisors, Inc. as one of the top financial advisors in Dallas because they have provided expert financial guidance since their founding in 1989. They specialize in college planning, retirement planning, wealth management, and financial planning, offering tailored solutions to meet each client's unique needs. With a client-centric approach and a team-oriented philosophy, ISC Advisors simplifies complex financial concepts and empowers clients to make informed decisions for a secure financial future.

If you need a boutique advisor service, Strata Wealth Advisors serves people in Dallas and specializes in its comprehensive and holistic approach to financial planning. Founded in 2017, this Dallas firm offers a comprehensive suite of services, including financial planning, investment management, estate planning, and retirement planning. Their commitment to creating highly organized and custom financial plans tailored to each client's unique circumstances sets them apart as trusted advisors who adhere to the highest standards of integrity.

Prioritizing independence, flexibility, and objectivity, Heritage Financial Planning is one of the best financial advisors in Dallas because they offer trustworthy financial advice to help clients achieve their goals. Operating on a fee-only basis without earning third-party commissions or fees, they can provide unbiased advice and recommendations. Focusing on client satisfaction and peace of mind, they strive to empower clients to make informed decisions that align with their needs and goals.

Leap Wealth Management is a top financial advisor in Dallas due to its unique "Advance and Preserve" investment strategy that aims to capture growth during market upswings and protect capital during downturns. Founded by experienced financial advisor Chris Leap in 2010, the firm provides comprehensive financial planning and exceptional client service. With a focus on building long-term relationships based on trust and integrity, Leap Wealth Management tailors personalized financial plans for each client based on their needs, goals, risk tolerance, and time horizon.