Monday, November 28, 2022 Nov 28, 2022
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Awards

The Best Financial Planners in Dallas-Fort Worth for 2022

As we do each year, we asked every Certified Financial Planner in North Texas to help us pick out the best in their industry.
By D Magazine |
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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 783 votes were cast, and 278 individuals were nominated. Of these, 91 were selected.

Kay Allen
Allen Wealth Advisors
817-500-0014

Lance Alston
New Dimensions Wealth Management LLC
972-972-8565

Todd R. Amacher
RGT Wealth Advisors
214-360-7000

Ellenore K. Baker
Carter Financial Management
214-363-4200

Ginnie Baker
Beaird Harris Wealth Management
972-383-0506

Zac Beckerley
Merit Financial Advisors
214-423-4200

Gretchen Behnke
Pearl Financial Planning
972-696-9733

Joel Berg
Carter Financial
Management
214-363-4200

Crystal Billing
SFMG Wealth Advisors
972-960-6460

Steve Blankenship
Heritage Financial Planning
214-446-2100

Kalita Blessing
Mercer Advisors
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

Larry Burgess
MG Retirement
972-907-0110

Bill Carter
Carter Financial
Management
214-363-4200

Derek Childs
HFS Wealth Management
214-239-0851

Bryan Clintsman
Clintsman Financial Planning
817-410-8200

Brian Cloud
RGT Wealth Advisors
214-360-7000

Jennifer Cook
Cypress Point Wealth Management
214-736-8887

Robert Cox
Mercer Advisors
214-378-2224

Emma Cramm
Cadent Capital LLC
972-441-4554

Randall Crimmings
Clintsman Financial Planning
817-410-8200

Sarah Crowe
Generational Wealth
Advisors
972-378-1795

Christopher Currin
Mercer Advisors
877-799-4647

Nathan W. Davis
Aspen Wealth Management
817-546-6353

Rett Dean
Riverchase Wealth Management
972-471-9013

Patrick Dougherty
Dougherty Wealth Management
214-550-8989

Shaun Dowling
HFS Wealth Management
214-346-0785

David Faulkner
Spectrum Advisors
972-931-3700

Andrew Gardner
Gardner Wallace Financial Solutions
972-833-2572

Frannie Gardner
Gardner Wallace Financial Solutions
972-833-2571

Michelle Gass
Paradigm Advisors
214-756-6066

John Gay
Frisco Financial Planning LLC
469-248-6237

Allison G. Geiger
Heritage Financial Planning
214-446-2100

Nic Gibson
Lee Financial
972-960-1001

Jen Grant
Perryman Financial Advisory
972-770-4800

Josh Hargrove
Insight Wealth Partners
972-543-4800

Stephen T. Hart
Generational Wealth
Advisors
972-378-1795

Craig Hausz
CMH Wealth Management
214-692-5878

Aaron Hays
Carter Financial Management
214-363-4200

Ryan Huey
RoseRock Wealth Management LLC
214-220-8989

Kyle Imhof
Clintsman Financial Planning
817-410-8200

Ben Jones
Wave Wealth Management
972-954-4100

Jean Keener
Keener Financial Planning
817-993-0401

Sean Kelleher
Riverchase Wealth Management
972-471-9013

Casey Kupper
Cadent Capital LLC
972-777-4991

John Kvale
J.K. Financial Inc.
214-706-4300

Greg Lanier
Clintsman Financial Planning
817-410-8200

Lynn Lawrance
Cetera Advisor Networks
214-358-0758

Bryan Lee
Strategic Financial Planning Inc.
972-403-1234

Brent Little
RGT Wealth Advisors
214-360-7000

John Loyd
The Wealth Planner
817-877-0717

Laura Maxfield
RGT Wealth Advisors
214-360-7000

Dallas McKee
Lifeway Financial Corporation
972-378-3776

Jonathan Meaney
Carter Financial Management
214-363-4200

Kathleen Muldoon
Carter Financial Management
214-363-4200

Thomas E. Murphy
Murphy & Sylvest
214-373-8362

Taylor Nipp
SFMG Wealth Advisors
972-960-6460

Ken Painter
Strata Wealth Advisors
214-420-7020

Bill Perryman
Perryman Financial Advisory
972-770-4800

Jimmy Perryman
Perryman Financial Advisory
972-770-4800

Keith Allen Pillers
Ackerman Capital Management
214-361-5383

Dana Pingenot
RGT Wealth Advisors
214-360-7000

Shannon Pope
SFMG Wealth Advisors
972-960-6460

Patty Priddy
Keener Financial Planning
817-993-0401

Brandon Ratzlaff
Cypress Point Wealth Management
214-736-8887

Ryan Rayburn
Strategic Wealth Partners PLLC
972-361-3861

Mike Reppert
Spectrum Advisors
972-931-3700

Burk Rosenthal
Beacon Pointe Advisors
817-336-2000

Tyler Russell
Carter Financial Management
214-363-4200

Steven Schlegel
SchlegelDunn LLC
972-754-2693

Candace J. Scholz
Aspen Wealth Management
817-546-6353

Tara Scottino
True North Advisors
214-360-7300

Shashin Shah
SFMG Wealth Advisors
972-960-6460

Roger Shake
Legacy Consulting Group
972-599-4750

Matt Sibley
Messick Peacock & Associates
972-942-0584

Chad A. Smith
Heritage Financial Planning
214-446-2100

Taylor A. Steele
Cadent Capital LLC
972-777-4991

Helen B. Stephens
Aspen Wealth Management
817-546-6353

Bob Stowe
Stowe Financial Planning LLC
972-733-9959

Alex Taylor
Messick Peacock & Associates
972-942-0672

Chase Thomas
SFMG Wealth Advisors
972-960-6460

Trudy R. Turner
Goldman Sachs Personal Financial Management
972-441-8064

Jan Valecka
Valecka Wealth Management
972-899-1679

Steve Wachs
Legacy Consulting Group
972-599-4750

Dusty Wallace
Strata Wealth Advisors
214-420-7020

Roddy Warren
Stowe Financial Planning LLC
972-733-9959

Christie Williams
Lee Financial
972-960-1001

Brandon Woods
Chessman Wealth Strategies
214-572-2120