How We Compiled This List: 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 718 votes were cast, and 240 individuals were nominated. Of these, 95 were selected.
Lance Alston
New Dimensions Wealth Management | 972-972-8565
Todd Amacher
RGT Wealth Advisors | 214-360-7000
Michael J. Anderson
True North Advisors | 214-360-7300
Jenny Armstrong
Lee Financial | 972-960-1001
Ellenore Baker
Carter Financial Management | 214-363-4200
Ginnie Baker
Beaird Harris | 972-503-1040
Zac Beckerley
Merit Financial Advisors | 214-423-4200|
Tyler Beeson
WPA Family Office | 214-945-0888
Joel C. Berg
Carter Financial Management |214-363-4200
Crystal L. Billing
SFMG Wealth Advisors | 972-960-6460
Ryan J. Blair
SFMG Wealth Advisors | 972-960-6460
Steve Blankenship
Heritage Financial Planning | 214-446-2100
Kalita Blessing
Quest Capital Management | 214-691-6090
Jessica Boghetich
RGT Wealth Advisors | 214-360-7000
Jaime Boyles
Lee Financial | 972-960-1001
Melissa Brennan
ARS Private Wealth | 214-558-0228
Katie Brewer
Your Richest Life | 469-708-7975
Caleb Brian
True North Advisors | 214-360-7300
Larry W. Burgess
MG Retirement Advisors | 972-907-0110
Derek Childs
HFS Wealth Management | 214-346-0785
Bryan Clintsman
Clintsman Financial Planning | 817-410-8200
Brian M. Cloud
RGT Wealth Advisors | 214-360-7000
Rob Cox
Quest Capital Management | 214-691-6090
Randall Crimmings
Clintsman Financial Planning | 817-410-8200
Guy M. Cumbie
Cumbie Advisory Services Inc. | 817-335-1181
Christopher Currin
Mercer Advisors | 877-799-4647
Nathan Davis
Aspen Wealth Management | 817-546-6353
Rett Dean
Riverchase Wealth Management LLC | 972-471-9013
Patrick Dougherty
Dougherty Wealth Management LLC | 214-550-8989
Shaun Dowling
HFS Wealth Management | 214-239-0869
David S. Dryden
Insight Wealth Partners | 972-543-4800
David Faulkner
Spectrum Advisors | 972-931-3700
Tiffany Finney-Johnson
New Dimensions Wealth Management | 972-972-8566
Andrew Gardner
Gardner Wallace Financial Solutions | 972-833-2572
Frannie Gardner
Gardner Wallace Financial Solutions | 972-833-2565
Brandon W. Garrett
BentOak Capital | 817-288-3004
Michelle Underwood Gass
Paradigm Advisors LLC | 214-756-6060
John Gay
Frisco Financial Planning LLC | 469-248-6237
Allison Geiger
Heritage Financial Planning | 214-446-2100
Nic Gibson
Lee Financial | 972-960-1001
Craig M. Greenway
SFMG Wealth Advisors 972-960-6460
Cassandra Guerrero
RGT Wealth Advisors | 214-360-7000
Josh Hargrove
Insight Wealth Partners | 972-543-4800
Craig Hausz
CMH Wealth Management | 214-692-5878
Aaron Hays
Carter Financial Management | 214-363-4200
Krista Hinton
RGT Wealth Advisors | 214-360-7000
Jeremy Hudson
RGT Wealth Advisors | 214-360-7000
Ryan W. Huey
RoseRock Wealth Management | 214-220-8989
Kyle Imhof
Clintsman Financial Planning | 817-410-8200
Jean Keener
Keener Financial Planning | 817-993-0401
Sean P. Kelleher
Riverchase Wealth Management LLC | 972-471-9013
Brandon H. Kershaw
Southern Wealth Management LLP | 972-661-4608
Casey Kupper
Cadent Capital | 972-441-4554
John A. Kvale
J.K. Financial Inc. | 214-706-4300
Carl Larimore
Mercer Advisors | 877-799-4647
Lynn Lawrance
Cetera Advisor Networks | 214-358-0758
Bryan Lee
Strategic Financial Planning Inc. | 972-403-1234
Brent Little
Odyssey Wealth Management | 972-636-5037
John W. Loyd
The Wealth Planner | 817-877-0717
Blaine Malcolm
Merit Financial Advisors | 214-423-4200
Laura Maxfield
RGT Wealth Advisors | 214-360-7000
Mark McClanahan
RGT Wealth Advisors| 214-360-7000
Thomas McIntire
Cadent Capital | 972-441-4554
Dallas McKee
Lifeway Financial Corporation | 972-378-3776
Jonathan Meaney
Carter Financial Management | 214-363-4200
Kathy Muldoon
Carter Financial Management | 214-363-4200
Thomas E. Murphy
Murphy & Sylvest Wealth Management | 214-373-8362
Taylor Nipp
SFMG Wealth Advisors | 972-960-6460
Ken Painter
Strata Wealth Advisors LLC | 214-420-7020
Bill Perryman
Perryman Financial Advisory Inc. | 972-770-4800
Jimmy Perryman
Perryman Financial Advisory Inc. | 972-770-4800
Keith Pillers
Ackerman Capital Management | 214-361-5383
Dana Pingenot
RGT Wealth Advisors | 214-360-7000
Patty Priddy
Keener Financial Planning | 817-993-0401
Brandon D. Ratzlaff
Cypress Point Wealth Management |214-736-8887
Mike Reppert
Spectrum Advisors | 972-931-3700
J. Tyler Russell
Carter Financial Management | 214-363-4200
Steven T. Schlegel
SchlegelDunn LLC | 972-754-2693
Candace Scholz
Aspen Wealth Management | 817-546-6353
Tara L. Scottino
True North Advisors | 214-360-7300
Mandy N. Sessler
Clintsman Financial Planning | 817-410-8200
Shashin G. Shah
SFMG Wealth Advisors | 972-960-6460
Roger A. Shake
Legacy Consulting Group | 972-599-4750
Chad Smith
Heritage Financial Planning | 214-446-2100
Taylor Steele
Cadent Capital | 972-441-4554
Helen Stephens
Aspen Wealth Management | 817-546-6353
Bob Stowe
Stowe Financial Planning | 972-733-9959
Emily Swerdlow
HFS Wealth Management | 214-346-0785
Trudy R. Turner
Goldman Sachs Personal Financial Management | 972-409-0885
Jan G. Valecka
Valecka Wealth Management | 972-899-1679
Steven G. Wachs
Legacy Consulting Group | 972-599-4750
Neal Wadley|
BMO Wealth Management | 214-682-6010
Dusty Wallace
Strata Wealth Advisors LLC | 214-420-7020
Christie Williams
Lee Financial | 972-960-1001
Chris Young
Quest Capital Management | 214-691-6090
