The Best Financial Planners in Dallas-Fort Worth for 2024 - D Magazine

From D Magazine November 2024

How We Did It: D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. A total of 722 votes were cast, and 225 individuals were nominated. Of these, 84 were selected.

Kay AllenAllen Wealth Advisors817-500-0014

Lance AlstonNew Dimensions Wealth Management LLC972-972-8565

Todd R. AmacherCorient214-360-7000

Michael AndersonTrue North Advisors214-360-7300

Adrienne AnthonyLee Financial972-960-1001

Jenny ArmstrongLee Financial972-960-1001

Ginnie BakerBeaird Harris Wealth Management972-383-0506

Joel BergRW Baird214-373-2919

Crystal BillingSFMG Wealth Advisors972-674-2567

Colin BindnerTrue North Advisors214-360-7300

Ryan BlairSFMG Wealth Advisors972-674-2564

Steve BlankenshipHeritage Financial Planning214-446-2100

Jessica BoghetichCorient214-360-7000

Jaime BoylesLee Financial972-960-1001

Melissa BrennanARS Private Wealth214-558-0228

Katie BrewerYour Richest Life469-708-7975

Derek ChildsHFS Wealth Management214-346-0785

Bryan ClintsmanBuckingham Strategic Wealth817-410-8200

Jennifer CookCypress Point Wealth Management214-736-8887

Rob CoxMercer Advisors214-691-6090

Nathan W. DavisAspen Wealth Management817-546-6353

Rett DeanRiverchase Wealth Management972-471-9013

Devin DeLappSFMG Wealth Advisors972-674-2547

Patrick DoughertyWPWealth469-598-7944

David DrydenInsight Wealth Partners LLC972-543-4800

David R. FaulknerSpectrum Advisors972-931-3700

Tyler FloydSFMG Wealth Advisors972-674-2556

Andrew GardnerGardner Wallace Financial Solutions972-833-2572

Frannie GardnerGardner Wallace Financial Solutions972-833-2571

Michelle Underwood GassParadigm Advisors LLC214-756-6066

Allison G. GeigerHeritage Financial Planning214-446-2100

Jen GrantPerryman Financial Advisory972-770-4800

Stephen T. HartGenerational Wealth Advisors972-378-1795

Craig HauszCMH Wealth Management214-692-5878

Aaron HaysCarter Financial Management214-363-4200

Krista HintonCorient214-360-7000

Jeremy HudsonCorient214-360-7000

Ryan HueyRoseRock Wealth Management LLC214-220-8989

Kyle ImhofBuckingham Strategic Wealth817-410-8200

Ben JonesBuckingham Strategic Wealth817-410-8200 ext. 9143

Maya KatzmanSymmetry Wealth Strategies972-361-3846

Jean KeenerKeener Financial Planning817-993-0401

Sean KelleherRiverchase Wealth Management972-471-9013

Casey KupperCadent Capital LLC972-777-4991

John KvaleJ.K. Financial Inc.214-706-4300

Greg LanierBuckingham Strategic Wealth817-410-8200 ext. 9139

Bryan LeeStrategic Financial Planning Inc.972-403-1234

John LoydThe Wealth Planner817-877-0717

Dan MauckLee Financial972-960-1001

Laura MaxfieldCorient214-360-7000

Mark McClanahanCorient214-360-7000

Dallas McKeeLifeway Financial Corporation972-378-3776

Jonathan MeaneyCarter Financial Management214-363-4200

Hannah MooreGuiding Wealth214-810-3835

Kathy MuldoonCarter Financial Management214-363-4200

Kelvin MurphyCorient214-360-7000

Thomas E. MurphyMurphy & Sylvest Wealth Management214-373-8362

Stephen NelsonMills Wealth Advisors817-416-7300

Taylor NippSFMG Wealth Advisors972-674-2566

Ken PainterStrata Wealth Advisors214-420-7020

Bill PerrymanPerryman Financial Advisory972-770-4800

Jimmy PerrymanPerryman Financial Advisory972-770-4800

Keith A. PillersAckerman Capital Management214-361-5383

Dana PingenotCorient214-360-7000

Shannon PopeSFMG Wealth Advisors972-674-2554

Brandon RatzlaffCypress Point Wealth Management214-736-8887

Mike ReppertSpectrum Advisors972-931-3700

Tyler RussellCarter Financial Management214-363-4200

Steven SchlegelSchlegelDunn LLC972-754-2693

Candace ScholzAspen Wealth Management817-546-6353

Tara ScottinoTrue North Advisors214-360-7300

Shashin ShahSFMG Wealth Advisors972-674-2555

Roger A. ShakeLegacy Consulting Group972-599-4750

Chad SmithHeritage Financial Planning214-446-2100

Taylor A. SteeleCadent Capital LLC972-441-4554

Helen B. StephensAspen Wealth Management817-546-6353

Bob StoweAvior Wealth Management972-733-9959

Chase ThomasSFMG Wealth Advisors972-674-2541

Trudy R. TurnerUnited Capital Financial Advisors972-441-8064

Jan ValeckaValecka Wealth Management972-899-1679

Steve WachsLegacy Consulting Group972-599-4750

Dusty WallaceStrata Wealth Advisors214-420-7020

Christie WilliamsLee Financial972-960-1001

Tyler YoungSFMG Wealth Advisors972-777-2458