Financial Planners in Dallas, Texas

Carol A. Anderson

CFP^®

Vice President Sr Wealth Planner 4.24 Miles

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206

(214) 750-2005

Jaime Galvan

CFP^®

Partner 12.05 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Spectrum Strategies, L.L.C.

13455 Noel Road, 20th floor
Dallas, TX 75240

(972) 455-4346

Colleen M. Bowler

CFP^®

Co-Founder 11.73 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

4331 Brookview Dr
Dallas, TX 75220

(972) 754-4721

Allen J. Dogger

CFP^®

Senior Vice President - Investments 0.75 Miles

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

UBS Financial Services, Inc.

100 Crescent Court, Ste 600
Dallas, TX 75201

(214) 932-8917

Hank N. Mulvihill, Jr.

CCM, CWS, CFP^®

11.41 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Smith Anglin Financial, LLC

14755 Preston Road, Ste 700
Dallas, TX 75254

(800) 301-8486

+1 More Number

(972) 267-1244

Ted D. Snow

CFP^®

Founder/Owner 12.02 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Snow Financial Group, LLC

12404 Park Central Drive, Suite 125-S
Dallas, TX 75251

(469) 522-4056

Viktor Szucs

CFP^®

Senior Vice President 0.77 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

UBS

100 Crescent Court, Suite 600
Dallas, TX 75201

(214) 382-2216

CONNECT WITH Viktor

Dan Mauck

CFP^®

22.76 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206

(972) 960-1001

Ryan W. Huey

CFP^®

President 5.44 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

RoseRock Wealth Management, LLC

5950 Sherry Lane, Suite 201
Dallas, TX 75225

(214) 220-8989

Rebecca B. Paterik

CFP^®

Investment Advisory Representative 7.88 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Mutual Funds,...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

United Planners

7506 Hundley Blvd
Dallas, TX 75231

(214) 478-1822

Tiffany D. Garza

CFP^®

Portfolio Consultant 5.35 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225

(214) 378-2243

Jon L. Weinstein

CFP^®

Financial Advisor 9.68 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks

5809 Lakehurst Ave
Dallas, TX 75230-5031

(972) 385-1106

Nic Gibson

CFP^®

Capital Strategist 6 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy
Dallas, TX 75206

(972) 960-1001

Laura Maxfield

CFP^®

5.97 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Corient

5950 Sherry Lane, Ste 600
Dallas, TX 75225

(214) 360-7000

A. David Holland

CFP^®

Managing Director 804.6 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Optimum Investment Advisors

5930 LBJ Fwy
Dallas, TX 75240

(312) 371-6143

Ginnie F. Baker

MS, CFP^®

Financial Advisor 10.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Beaird Harris Wealth Management

5005 Lyndon B Johnson Fwy STE. 1700
Dallas, TX 75244

(972) 383-0506

CONNECT WITH Ginnie

J. Tyler Russell

CFP^®, RICP^®

Vice President and Wealth Manager 9.3 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Suite 1800
Dallas, TX 75251

(214) 363-4200

Rich Childs

CFP^®, AIF^®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS 5.44 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108

(214) 382-3333

CONNECT WITH Rich

JASON BOTTENFIELD

CFP^®, CDFA

PARTNER | MANAGING DIRECTOR | WEALTH MANAGER 0.52 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Park Cities Group

4429 Bryn Mawr Dr
Dallas, TX 75225-6743

(469) 857-1525

CONNECT WITH JASON

Aubrey Carlisle

CFP^®

Financial Advisor 1181.22 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

GuideStone Funds

5005 LBJ Fwy. #2200
Dallas, TX 75244

(888) 984-8433

Laura Marquard

CFP^®

Financial Planner 9.35 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

Equitable Advisors

12377 Merit Dr, Ste 1500
Dallas, TX 75251

(972) 455-9112

Kathleen Muldoon

CFP^®

9.26 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251

(214) 363-4200

Emerald Ward

CFP^®

20.72 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

5960 Berkshire Lane, Ste 1150
Dallas, TX 75225

(214) 646-8747

Mark B. Cannon

CFP^®

President/Private Wealth Advisor 4.24 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Luminate

1601 Elm Street, Suite 4350
Dallas, TX 75201

(214) 272-7919

CONNECT WITH Mark

Stephen B. Bodwell

CFP^®, CPA/PFS

Founder & President 8.15 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Walnut Hill Wealth Management, LLC

9040 Maguires Bridge Dr
Dallas, TX 75231-4017

(214) 316-7490

CONNECT WITH Stephen

Patrick Fontana

CFP^®

Founder 9.09 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Commission and Fee Financial Advisor serving Dallas, Texas and the surrounding communities.

Fontana Financial Planning

12240 Inwood Rd STE 450
Dallas, TX 75244-8089

(214) 400-1001

CONNECT WITH Patrick

Daniel Brauer

CFP^®

3.85 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

JPMorgan

3111 Drexel Dr
Dallas, TX 75205-2910

(630) 532-4083

Cole Patterson

CFP^®

0.77 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Dallas, Texas and the surrounding communities.

100 Crescent Ct, Suite 600
Dallas, TX 75201

(214) 382-2218

Jaime Boyles

CFP^®

Senior Financial Planner 6 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206

(972) 960-1001

Michelle Gass

CFP^®

5.35 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Paradigm Advisors

8111 Preston Road, Suite 575
Dallas, TX 75225

+ 2 More Addresses

Paradigm Advisors

6125 LUTHER LANE
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701

(214) 756-6066

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Merrill Lynch

CFP®

Spectrum Strategies, L.L.C.

CFP®

CFP®

UBS Financial Services, Inc.

CCM, CWS, CFP®

Smith Anglin Financial, LLC

CFP®

Snow Financial Group, LLC

CFP®

UBS

CONNECT WITH Viktor

CFP®

Lee Financial Corporation

CFP®

RoseRock Wealth Management, LLC

CFP®

United Planners

CFP®

Mercer Advisors

CFP®

Cetera Advisor Networks

CFP®

Lee Financial Corporation

CFP®

Corient

CFP®

Optimum Investment Advisors

MS, CFP®

Beaird Harris Wealth Management

CONNECT WITH Ginnie

CFP®, RICP®

Carter Financial Management

CFP®, AIF®, MSFM

Synergy Wealth Advisors, LLC

CONNECT WITH Rich

CFP®, CDFA

Park Cities Group

CONNECT WITH JASON

CFP®

GuideStone Funds

CFP®

Equitable Advisors

CFP®

Carter Financial Management

CFP®

CFP®

Luminate

CONNECT WITH Mark

CFP®, CPA/PFS

Walnut Hill Wealth Management, LLC

CONNECT WITH Stephen

CFP®

Fontana Financial Planning

CONNECT WITH Patrick

CFP®

JPMorgan

CFP®

CFP®

Lee Financial Corporation

CFP®

Paradigm Advisors

Paradigm Advisors

Paradigm Advisors

CONNECT WITH Michelle

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CFP^®

CFP^®

CFP^®

CFP^®

CCM, CWS, CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

MS, CFP^®

CFP^®, RICP^®

CFP^®, AIF^®, MSFM

CFP^®, CDFA

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®, CPA/PFS

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®