Financial Advisors in Southlake, Texas (Tarrant County)

Randall Crimmings, CFP
We believe that a relationship with your financial advisor should be based on old-fashioned honesty, integrity, and respect for the client's financial goals and dreams. Our team brings together a unique blend of creativity, attention to detail, and compassion that provides not only the foundation for long lasting client relationship, but the ability to help our clients achieve control and peace over their financial lives.
Objectivity & Independence:
As a Fee-Only Firm, we receive no third-party commissions or revenue from our recommendations. By remaining completely objective throughout the financial planning process, we aim to empower individuals to make the best financial decisions possible, striking a balance in their lives between enjoying today and planning for tomorrow.
Experience:
With over 90 years of combined experience, we have the capacity to assist a broad variety of clients and issues. All of our financial advisors have earned the Certified Financial Planner™ designation in addition to having advanced academic degrees.
Comprehensive Planning:
We focus on the creation of an actual written financial plan covering all areas of retirement, investment, college funding, insurance, tax planning and estate planning.
Call or email us for a complimentary, no obligation get-acquainted meeting.... See More

Steve Blankenship, CFP
Steve Blankenship, CFP®, a nationally recognized financial planner, is the founding principal of Heritage Financial Planning, a Fee-Only financial planning and wealth management firm.
Steve Blankenship, CFP® has been featured on the cover of Financial Planning Magazine, and has appeared in numerous national media outlets including Newsweek, Kiplinger's, BusinessWeek, Money Magazine, theStreet.com and has served as a technical advisor for multiple articles in The Wall Street Journal and Money Magazine. Steve has also been identified by Financial Planning Magazine as one of three financial planners from across the country that is leading the “Next Generation of Advisors.” Prior to founding Heritage Financial Planning, Steve served clients in the Wealth Management practices of both Ernst & Young, LLP and Arthur Andersen, LLP and at Quest Capital Management.... See More

Wes Shannon, CFP
A fee only registered investment adviser firm that provides both comprehensive financial planning and investment advisory services. The mission for SJK Financial Planning is a belief that all Americans can experience financial independence by receiving and following sound professional advice.... See More

Glenn Bishop, CDFA, CFP, CMA
GA Bishop and Associates, LLC makes it's Fee-Only Financial Planning services available to people from all walks of life. Our founder, Glenn Bishop is a Certified Financial Planner™ Practioner. We are committed to making our services available to our clients on an hourly basis. We do not require custody or control over your assets, so you are free to implement our recommendations as you desire. By making our services available by the hour, we can provide as much or as little assistance as you desire. In addition to our NAPFA membership, we are also a member of The Garrett Planning Network, the premier nationwide network of hourly, Fee-Only financial planners.... See More

Kathryn Allen, CFP
Aspen Wealth Management is a Fee-Only financial planning and wealth management firm. Aspen Wealth and its principals have been featured in USA Today, the Fort Worth Star-Telegram, Money Magazine as well as The Wall Street Journal.
We successfully work with individuals and families in identifying goals. From there, we create financial plans that pull all of your unique financial pieces together. Our plans address insurance, estate, and investment plans as well as taxation. We want to be at the center of our client's financial lives, and we work proactively with anciallary professionals to address specific challenges. Whether you need a comprehensive plan or have a specific concern, we encourage you to call us today to schedule a complimentary meeting.
You can learn more about our firm by visiting our website, www.aspenwealthmgmt.com. ... See More

Albert Dean, CFP, EA
We are a fee-only financial planning and investment management firm that works with individuals and families to improve their long-term financial success through independent, objective financial advice. The customized advice we provide, using our 4 Wealth Points process, is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Some of the common questions clients ask us to address are: Am I saving enough to reach my retirement goals? Are my investments properly allocated and diversified? Is my family properly protected in the event of a disability or death? How much should I be saving for my children's college education? How much income will the retirement assets I have accumulated provide me? What will happen to my estate in the event of my death? In what ways can I contribute to the charitable organizations I care about? Call or e-mail us today to schedule a free introductory meeting to determine if our services will be a match for your needs. ... See More

Derek Childs, CFP
HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994. Our mission is to provide superior wealth management services in every client relationship, and, as such, our clients have come to expect an uncommon level of service with uncompromising integrity.
We take pride in knowing our clients not only on a financial level but on a personal level as well. Each client relationship is treated as a trusted partnership. We are in the business of helping people and have developed a team based approach to deliver objective, customized, innovative and flexible solutions. Our integrated team of advisors includes financial, investment, tax and estate planning professionals.... See More

Jean Keener, CFP, CRPC
Keener Financial Planning is a financial planning and registered investment advisory firm. We provide as-needed financial planning and advice to people at all financial levels. Keener Financial Planning's top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. Up-to-date knowledge is one of the strengths of Keener Financial Planning. Jean is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association. We provide a free, no-obligation get-acquainted meeting to all potential clients. Please call or go to our website at www.KeenerFinancial.com to schedule an appointment. Start Planning to Live Well today.... See More

Anthony Pampel, CFP, CFS, MBA, Other

Dallas, TX 75254

Active Investment Management & Periodic Portfolio Reviews

Retirement Planning

Education Planning

Tax Advisory Services

Wealth Transfer Planning

Business Planning & Development

Insurance Reviews

Cash Management and Budgeting

At Cadence, I use comprehensive financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial wealth and achieve their most important, personal goals. Because my firm is independent of any major financial services company, my advice is completely objective and my choices of planning strategies and financial instruments are unlimited. I try to provide you peace of mind that comes with knowing you have entrusted your financial future to a knowledgeable professional that truly cares about you.... See More

Chris Floyd, CFP, CPA

Christopher Troseth, CFP
The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm located in Plano, Texas. As a registered investment advisor with the SEC, our primary focus is to help individuals and families who are looking for a professional perspective on the management of their financial affairs. As a steward of our client’s assets, we serve as their trusted financial advisor and take great care in our fiduciary responsibilities. A fiduciary is defined as: An individual, often in a position of authority, who is obligated to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation. (Merriam-Webster Dictionary) As an investment advisor, we view our fiduciary responsibilities as a major differentiator between us and other firms in the investment industry. Putting you first is not only our legal creed, but an integral part of our individual values. Through this commitment to act in a fiduciary capacity, we strive to serve as a financial coach and educator because ultimately we want to do what is in every client’s best interest.
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Alex Stowe, CFP, MBA
Stowe Financial Planning, LLC specializes in providing objective financial planning advice to help clients build, manage, grow, and protect their assets through life's transitions. We focus our planning on the issues that matter most to our clients and invest as the plan dictates, which is the only sound path to success. At Stowe Financial Planning, we have been helping families like yours across Dallas and the country come up with better answers since 2001.... See More