Financial Advisors in Fort Worth, Texas

Founded in 1986, Savant Wealth Management is a top financial advisor in Fort Worth due to their extensive experience and dedication to tailoring financial decisions to the client's best interests. With a wide range of specialties including comprehensive wealth management, investment management, and estate planning, Savant provides holistic and personalized financial guidance. As an independent and fee-only firm, they prioritize fiduciary responsibility and have built a legacy of excellence in helping clients achieve financial security and success.

We chose Facet Wealth as one of the top financial advisors in Fort Worth due to its comprehensive range of services and dedicated team of seasoned financial experts. Founded in 2016 and headquartered in Baltimore, MD, they offer specialized expertise in investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Their innovative flat fee model ensures objective guidance as fiduciaries without the influence of commissions, providing tailored financial strategies empowered by cutting-edge technology for each member's unique needs.

WPWealth LLP is one of the top financial advisors in Fort Worth due to its extensive experience and expertise in the field. Founded in 2000 and headquartered in Fort Worth, they have provided clients high-quality financial services for over 20 years. Specializing in areas such as financial planning, retirement planning, tax optimization, and education planning, WPWealth sets itself apart with its team of Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and other credentialed professionals who tailor their services to meet each client's unique needs.

Due to their commitment to unbiased and fee-only financial services, the Diesslin Group is one of the best financial advisors in Fort Worth. With over 30 years of experience since their founding in 1988, they specialize in comprehensive financial planning and wealth management for individuals, families, small business proprietors, estates, trusts, endowments, and foundations. Their unique approach involves gaining critical insight into clients' current concerns and aligning their finances with their future vision, thereby creating globally diversified portfolios that meet clients' objectives while effectively managing risk.

With over 50 years of experience, Dean Jacobson Financial Services is one of the best financial advisors in Fort Worth. Their commitment to independence allows them to offer objective financial guidance in financial planning, retirement planning, tax optimization, insurance services, investment services, and wealth management. Their team-based approach and dedication to understanding clients' financial goals ensure they provide personalized and impartial strategies in their clients' best interests.

If you need a boutique advisor service, Aspen Wealth Management serves people in Fort Worth and specializes in a personalized approach to financial planning. Founded in 2018 and headquartered in Fort Worth, they have developed a positive reputation for their fee-only structure, and commitment to putting clients' needs first. Aspen Wealth Management works closely with clients in the area to create customized financial plans and investment strategies tailored to individual goals. With a focus on education, communication, and service, they strive to exceed clients' expectations while empowering them to make informed financial decisions.

Shelton Wealth Management, LLC is a top financial advisor in Fort Worth because of its commitment to personalized relationships and tailored solutions. Founded in 2021 and headquartered in Fort Worth, they specialize in financial planning, retirement planning, and tax optimization. As a registered investment advisory firm that adheres to the fiduciary standard, they prioritize their clients' interests above all else, providing affluent individuals and families with the confidence to achieve their financial goals.

Due, in part, to its commitment to providing unbiased and sophisticated advice to high-net-worth clients and business owners, SWMG, LLC is one of the best financial advisors in Fort Worth. With expertise in retirement planning, estate planning, and investment management, they offer comprehensive planning that covers all aspects of their clients' lives. As a fee-based firm and fiduciaries for their clients, they prioritize putting clients first and have been recognized with various accolades for their dedication to excellence.