Search Results
-
1
Byrd Capital Market Advisers, Inc.
Arlington,
TX (13.95 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
We provide comprehensive Asset and Wealth Management as well as Financial Life Planning services. We are a Fee-Only Firm that specializes in working with private individuals and families in Texas. NEW CLIENT minimum portfolio size = $500,000...
-
2
Sweetwater Financial Advisors, LLC
Dallas,
TX (28.96 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We employ a broadly diversified investment approach, capitalizing on the strengths and performance of the world's foremost money managers. Our NEW CLIENT minimum portfolio size = $500,000...
-
3
Gerald L. Ray & Associates, LTD.
Dallas,
TX (30.36 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $250,000
We specialize in managing money for individuals, families and institutions. Our mission is to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies. Minimum Portfolio Size = $250,000...
-
4
Schlindwein Associates, LLC
Dallas,
TX (31.57 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We act as a fiduciary, and our decisions are solely based on what is best for our clients. Our NEW CLIENT minimum portfolio size = $500,000...
-
5
Global Wealth Advisors
Dallas,
TX (33.70 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $100,000
We are an independent group of financial professionals dedicated to helping our clients reach their objectives through comprehensive wealth management and financial planning. NEW CLIENT minimum portfolio size = $100,000…
-
6
Certified Financial Strategies Corporation
Dallas,
TX (33.93 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $250,000
**NAPFA Member** We have an extensive tax background and focus to help our clients to reduce their tax burden through strategic financial planning and investment management. NEW CLIENT minimum portfolio size = $250,000...
-
7
Cadence Financial Advisors
Dallas,
TX (34.71 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $250,000
Cadence brings an objective perspective to the ongoing financial planning process; hopefully, preventing emotions from dictating actions. NEW CLIENT minimum portfolio size = $250,000...
-
8
The Farris Group
Dallas,
TX (34.71 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $100,000
We are an independent financial services firm, specializing in the practice of investment management and financial planning for individuals and small businesses. Our NEW CLIENT portfolio minimum size = $100,000...
-
9
Living Water Capital Management, LLC
Dallas,
TX (35.18 miles)
Services offered: Money Management
Portfolio requirement: $1,000,000
We would be honored to have the privilege of serving as a steward of your assets. We serve clients in the Dallas-Ft. Worth metro area, as well as the other cities within TX, OK, and Arkansas. Our NEW CLIENT Minimum Portfolio Size = $500,000...
-
10
WHI Financial Services LLC
Frisco,
TX (38.98 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
WHI Financial is committed to providing clients superior advice and financial services they will need throughout their lives.
-
11
Ganucheau Capital Management, Inc.
301 Commerce Street, Suite 1470
Fort Worth, TX
-
12
Green Investment Management Inc
309 West 7th Street
Fort Worth, TX
-
13
Keene & Associates, Inc.
306 West Seventh St, Suite 310
Fort Worth, TX
-
14
Lummis Asset Management, L.P.
301 Commerce Street
Fort Worth, TX
-
15
Phillips Ray Capital Management, Inc.
3108 West 6th Street
Fort Worth, TX
-
16
Corbin & Company
3113 S. University Drive
Fort Worth, TX
-
17
Mercantile Investment Advisors
2650 Meacham Boulevard
Fort Worth, TX
-
18
The Capital Chart Room, LTD
2015 East Lamar Boulevard
Arlington, TX
-
19
Keener Financial Planning
200 North Rufe Snow Drive
Keller, TXServices offered: Money Management, Retirement Planning, 529 College Savings, 401K to IRA Rollover
**NAPFA Member** We provide hourly, as-needed financial planning and advice on a commission-free basis to people at all financial levels. KFP also offers a free, no-obligation initial consultation.
-
20
Steward Financial Group, LLC
5850 Colleyville Blvd
Colleyville, TX
-
21
Miller Premier Investment Planning LLC
2603 Edgefield Trail
Mansfield, TXServices offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
**NAPFA Member** We are a Fee-Only Financial Planning and Advisory Firm. We are an independent state-registered investment advisor providing affordable investment management and retirement planning services for the every day investor.
-
22
Solutions 4 Wealth
1100 East Southlake Blvd., Suite 250
Southlake, TX
-
23
S&S Wealth Management
2505 N. Highway 360
Grand Prairie, TX
-
24
Asset Preservation Group Inc
2750 William D. Tate Ave.
Grapevine, TX
-
25
Forrester Financial Advisors
1111 Main Street, Suite 101
Grapevine, TX
Filter Results
- sort by
-
Distance
- 10.0 miles (7)
- 25.0 miles (19)
- 50.0 miles (104)
- 100.0 miles (107)
-
My Portfolio Amount
- Up to $50,000 (4)
- $50,000 to $150,000 (6)
- $150,000 to $250,000 (11)
- $250,000 to $500,000 (16)
- $500,000 to $1 million (17)
- $1 million to $3 million (17)
-
Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
- Money Management
- Retirement Planning