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Best Lists

The Best Financial Planners in Dallas-Fort Worth for 2023

A total of 938 votes were cast, and 301 individuals were nominated. Of these, 90 were selected.
By D Magazine |
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Every Certified Financial Planner in the D-FW chapter of the Financial Planning Association to cast an online ballot for the most esteemed local financial planners. iStock

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 938 votes were cast, and 301 individuals were nominated. Of these, 90 were selected.

Kay Allen
Allen Wealth Advisors
817-500-0014

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

Todd R. Amacher
Corient
214-360-7000

Michael Anderson
True North Advisors
214-360-7300

Jenny Armstrong
Lee Financial
972-960-1001

Ginnie Baker
Beaird Harris Wealth Management
972-383-0506

Tyler Beeson
WPA Family Office & Private Wealth LLC
214-945-0888

Gretchen Behnke
Pearl Financial Planning
972-696-9733

Joel Berg
Carter Financial Management
214-363-4200

Crystal Billing
SFMG Wealth Advisors
972-674-2567

Ryan Blair
SFMG Wealth Advisors
972-960-6460

Steven Blankenship
Heritage Financial Planning
214-446-2100

Jaime Boyles
Lee Financial
972-960-1001

Melissa Brennan
ARS Private Wealth
214-558-0228

Katie Brewer
Your Richest Life
469-708-7975

Bryan Clintsman
Buckingham Strategic Wealth
817-410-8200

Jennifer Cook
Cypress Point Wealth Management
214-736-8887

Rob Cox
Mercer Advisors
214-378-2224

Emma Cramm
Cadent Capital LLC
972-441-4554

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

Rett Dean
Riverchase Wealth Management
972-471-9013

Devin DeLapp
SFMG Wealth Advisors
972-960-6460

Patrick Dougherty
Dougherty Wealth Management
214-550-8989

David Dryden
Insight Wealth Partners LLC
972-543-4800

Dustin Eldridge
TEAM Private Wealth Management
214-507-0326

David Faulkner
Spectrum Advisors
972-931-3700

Tyler Floyd
SFMG Wealth Advisors
972-960-6460

Andrew Gardner
Gardner Wallace Financial Solutions
972-833-2572

Frannie Gardner
Gardner Wallace Financial Solutions
972-833-2571

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

Jen Grant
Perryman Financial Advisory
972-770-4800

Craig Greenway
SFMG Wealth Advisors
972-960-6460

Cassie Guerrero
Corient
214-360-7000

Josh Hargrove
Insight Wealth Partners LLC
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

Krista Hinton
Corient
214-360-7000

Ryan Huey
RoseRock Wealth Management LLC
214-220-8989

Kyle Imhof
Buckingham Strategic Wealth
817-410-8200

Bryan Jackson
Beacon Pointe Advisors
214-954-1900

Ben Jones
Wave Wealth Management
972-954-4100

Albi Kacani
HFS Wealth Management
214-346-0785

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
Buckingham Strategic Wealth
817-410-8200

Carl Larimore
Mercer Advisors
877-799-4647

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

Dan Mauck
Lee Financial
972-960-1001

Laura Maxfield
Corient
214-360-7000

Mark McClanahan
Corient
214-360-7000

Dallas McKee
Lifeway Financial Corporation
972-378-3776

Jonathan Meaney
Carter Financial Management
214-363-4200

Hannah Moore
Guiding Wealth
214-810-3835

Kathleen Muldoon
Carter Financial Management
214-363-4200

Kelvin Murphy
Corient
214-360-7000

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

Stephen Nelson
Mills Wealth Advisors
817-416-7300

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 A. Pillers
Ackerman Capital Management
214-361-5383

Dana Pingenot
Corient
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
972-361-3800

Mike Reppert
Spectrum Advisors
972-931-3700

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 Smith
Heritage Financial Planning
214-446-2100

Taylor A. Steele
Cadent Capital LLC
972-441-4554

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

Bob Stowe
Avior Wealth Management
972-733-9959

Alex Taylor
Messick Peacock & Associates
972-942-0583

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

Ariel Webb
Goldman Sachs Ayco Personal Financial Management
972-701-1000

Christie Williams
Lee Financial
972-960-1001

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