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Dallas-Fort Worth’s Best Financial Planners for 2021

We asked every Certified Financial Planner in North Texas to help us pick out the best in their industry.

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

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