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Smart financial planning requires more than just tracking expenses—it demands strategic thinking, professional insight, and solutions tailored to your unique situation. In Plano, Texas, you’ll find skilled financial advisors and established firms ready to assist with every aspect of wealth management. Whether you need help with retirement planning, investment strategies, tax optimization, or risk mitigation, Plano’s financial professionals offer the expertise to help you build and safeguard your wealth.
No matter your financial goals—securing a comfortable retirement, growing your personal assets, or managing business finances—Plano’s advisors provide customized guidance to keep you on track. Take control of your financial future by exploring the trusted advisory services available right here in Plano.
Financial Advisors in Plano to Consider
- SchlegelDunn LLC
- Silver Sail Wealth Advisors | LPL Financial Advisor
- Strategic Wealth Partners
- Your Richest Life
- Texas Financial Resources
- Twin Oaks Wealth Partners
- Vestal Financial
- Wealth Woman
- Wealthstar Advisors
- Longhorn Wealth Management
1. SchlegelDunn LLC
SchlegelDunn LLC is a dynamic financial advisory firm specializing in tailored investment strategies and business consulting for high-net-worth individuals and corporate clients. Based in Plano, Texas, the firm combines innovative financial solutions with deep industry expertise to help clients navigate complex markets. Their team focuses on asset allocation, risk management, and succession planning, ensuring clients achieve sustainable growth. With a commitment to transparency and integrity, SchlegelDunn LLC builds long-term relationships grounded in trust and results. Whether for personal wealth or corporate financial health, their proactive approach sets them apart.
🔹 Services: Investment Advisory, Business Consulting, Estate Planning
📍 Address: 7160 Dallas Pkwy #230 Plano TX 75024
📞 Phone: (972) 731-6788
🔗 Website: SchlegelDunn LLC
📧 Contact: steven.schlegel@schlegeldunn.com
2. Silver Sail Wealth Advisors | LPL Financial Advisor
Silver Sail Wealth Advisors, an LPL Financial affiliate, delivers personalized wealth management solutions designed to help clients sail confidently toward their financial goals. Headquartered in Plano, Texas, their advisors provide comprehensive services, from retirement planning to tax-efficient investing, with an emphasis on education and empowerment. They pride themselves on crafting bespoke strategies that reflect each client’s unique aspirations and risk tolerance. By blending cutting-edge technology with a human touch, Silver Sail ensures clarity and control over financial futures. Their client-first ethos makes them a standout choice for holistic financial guidance.
🔹 Services: Retirement Planning, Tax-Efficient Investing, Financial Education
📍 Address: 6000 Columbus Ave Suite 2303 Plano TX 75024
📞 Phone: (972) 608-2624
🔗 Website: Silver Sail Wealth Advisors
📧 Contact: communications@silversailwealthadvisors.com
3. Strategic Wealth Partners
Strategic Wealth Partners is a forward-thinking financial planning firm dedicated to helping individuals and families build, preserve, and transfer wealth effectively. Located in Plano, Texas, their team leverages decades of experience to offer customized solutions in investment management, legacy planning, and risk mitigation. They emphasize a collaborative approach, ensuring clients understand every step of their financial journey. By aligning strategies with life milestones and market opportunities, they turn complexity into actionable clarity. Trusted for their fiduciary standards, they redefine what it means to plan with purpose.
🔹 Services: Legacy Planning, Investment Management, Risk Mitigation
📍 Address: 5345 Towne Square Dr #275 Plano TX 75001
📞 Phone: (972) 361-3861
🔗 Website: Strategic Wealth Partners
📧 Contact: ryan.rayburn@lfg.com
4. Your Richest Life
Your Richest Life is a boutique financial planning firm passionate about helping clients design fulfilling futures through intentional money management. Based in Plano, Texas, their advisors specialize in cash flow optimization, debt management, and goal-based investing, particularly for women and young professionals. They blend behavioral finance principles with practical strategies to eliminate financial stress. With a focus on education and accountability, they empower clients to take ownership of their economic well-being. Their refreshingly relatable approach makes finance accessible and inspiring.
🔹 Services: Cash Flow Optimization, Debt Management, Behavioral Finance
📍 Address: 500 N Central Expy suite 500 Plano TX 75087
📞 Phone: (469) 708-7975
🔗 Website: Your Richest Life
📧 Contact: katie@yrlplanning.com
5. Texas Financial Resources
Texas Financial Resources is a seasoned advisory firm offering comprehensive financial solutions tailored to the unique needs of Texans. Nestled in Plano, their experts provide retirement planning, insurance analysis, and business exit strategies with a local perspective. They prioritize long-term relationships, offering ongoing support as clients’ lives and markets evolve. Known for their down-to-earth advice and meticulous attention to detail, they transform financial uncertainty into confidence. Whether preparing for retirement or protecting assets, clients rely on their steadfast expertise.
🔹 Services: Insurance Analysis, Business Exit Strategies, Retirement Planning
📍 Address: 5040 Tennyson Pkwy Plano TX 75024
📞 Phone: (062) 263-4807
🔗 Website: Texas Financial Resources
📧 Contact: bleinart@tfr-inc.com
6. Twin Oaks Wealth Partners
Twin Oaks Wealth Partners, affiliated with Raymond James, provides sophisticated wealth management services rooted in personalized care and strategic foresight. Operating from Plano, Texas, their team excels in portfolio construction, charitable giving strategies, and multigenerational wealth transfer. They believe financial success stems from a deep understanding of clients’ values and ambitions. By combining global resources with local insight, they deliver nuanced solutions for affluent families and entrepreneurs. Their name reflects strength, growth, and enduring partnerships.
🔹 Services: Portfolio Construction, Charitable Giving, Multigenerational Planning
📍 Address: 2500 Dallas Pkwy #560 Plano TX 75093
📞 Phone: (972) 600-2442
🔗 Website: Twin Oaks Wealth Partners
📧 Contact: john@pulliamfamilyoffice.com
7. Vestal Financial
Vestal Financial is a trusted independent advisory firm offering customized financial planning and investment management for individuals, families, and business owners. Based in Plano, Texas, their team takes a disciplined approach to wealth preservation, growth, and tax-efficient distribution strategies. They specialize in retirement income planning, helping clients transition from accumulation to distribution with confidence. With a focus on low-cost, evidence-based investing, Vestal Financial minimizes fees while maximizing long-term results. Their transparent, client-first philosophy ensures alignment with each investor’s unique goals and values.
🔹 Services: Retirement Income Planning, Tax-Efficient Strategies, Evidence-Based Investing
📍 Address: 4109 Saltburn Dr Plano TX 75093
📞 Phone: (972) 730-3860
🔗 Website: Vestal Financial
📧 Contact: michael@vestalfinancial.com
8. Wealth Woman
Wealth Woman is a financial empowerment platform dedicated to helping women take control of their money and build generational wealth. Located in Plano, Texas, the firm provides education-focused coaching, investment guidance, and career transition planning tailored to women’s unique financial challenges. Their advisors address gaps in financial literacy, offering workshops and one-on-one mentoring to foster confidence. From debt freedom to sustainable investing, Wealth Woman bridges the gap between ambition and actionable strategy. Their inclusive approach makes finance engaging and accessible for women at every life stage.
🔹 Services: Financial Coaching, Career Transition Planning, Sustainable Investing
📍 Address: 4324 Mapleshade Ln Suite 204 Plano TX 75251
📞 Phone: (214) 251-8468
🔗 Website: Wealth Woman
📧 Contact: mary@wealthwoman.com
9. Wealthstar Advisors
Wealthstar Advisors is a boutique wealth management firm known for its proactive, data-driven strategies to help clients thrive in changing markets. Operating from Plano, Texas, their team combines advanced analytics with personalized service to optimize portfolios, minimize taxes, and protect against volatility. They cater to entrepreneurs, executives, and retirees seeking dynamic solutions beyond traditional asset management. By emphasizing continuous monitoring and adaptive planning, Wealthstar ensures clients stay ahead of financial curveballs. Their commitment to innovation and client education sets them apart in a crowded industry.
🔹 Services: Tax Optimization, Volatility Protection, Entrepreneurial Wealth Strategies
📍 Address: 305 Spring Creek Pkwy Plano TX 75023
📞 Phone: (972) 372-2935
🔗 Website: Wealthstar Advisors
📧 Contact: ewyse@wealthstaradvisors.com
10. Longhorn Wealth Management
Longhorn Wealth Management is a comprehensive financial planning firm deeply rooted in Texas values—authenticity, resilience, and community. Based in Plano, their advisors specialize in oil/gas sector wealth, ranch/farm succession planning, and philanthropic strategies for high-net-worth families. They blend local expertise with global investment insights to help clients navigate complex financial landscapes. Whether preserving legacies or funding new ventures, Longhorn’s tailored approach reflects the bold spirit of its clients. Their reputation for integrity and hands-on service makes them a go-to for Texans with ambitious financial visions.
🔹 Services: Oil/Gas Wealth Planning, Ranch Succession, Philanthropic Advisory
📍 Address: 1701 Iowa Dr Plano TX 75093
📞 Phone: (972) 707-4900
🔗 Website: Longhorn Wealth Management
📧 Contact: john.donovan@longhornwealth.net
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