Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Plano and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- SFMG Wealth Advisors
- AssetBuilder
- Insight Wealth Partners LLC
- Twin Oaks Wealth Partners
- Strategic Wealth Partners
- Wealthstar Advisors
- Lifeway Financial Corporation
- Cure Financial
- Hill Financial Group
- Kuhn Capital Partners
1. SFMG Wealth Advisors
SFMG Wealth Advisors is a fee-only, fiduciary financial advisory firm based in Plano, Texas, founded in 2002. The firm specializes in comprehensive wealth management for high-net-worth individuals, including executives, entrepreneurs, and private equity investors. SFMG offers personalized services such as retirement and estate planning, tax optimization, insurance coordination, and investment management, utilizing a research-driven approach and maintaining a low advisor-to-client ratio to ensure accessibility and tailored strategies. With a commitment to transparency and client education, SFMG aims to empower clients to make informed financial decisions and achieve long-term financial confidence. The firm’s core values emphasize proactive community impact, innovation, collaboration, and disciplined decision-making. SFMG’s team includes professionals with diverse backgrounds and certifications, reflecting its dedication to providing exceptional service and fostering client relationships built on trust and integrity.
2. AssetBuilder
AssetBuilder is a Plano, Texas-based registered investment advisory firm founded in 2006 by Scott Burns, known for the “Couch Potato Portfolio” strategy, and Kennon Grose. The firm offers a disciplined, low-cost approach to investing, emphasizing simplicity and transparency. As a fee-only fiduciary, AssetBuilder provides personalized services in portfolio management, financial planning, retirement planning, estate planning, and tax optimization, utilizing evidence-based strategies backed by Nobel Prize-winning research. They partner with Dimensional Fund Advisors (DFA) to construct diversified portfolios tailored to clients’ goals and risk tolerance. With a minimum investment of $50,000, AssetBuilder charges management fees ranging from 0.20% to 0.50%, depending on account size. As of December 31, 2024, the firm manages approximately $723 million in assets, all on a discretionary basis. Their commitment to low fees, personalized service, and long-term investment strategies positions them as a reliable choice for investors seeking a straightforward and cost-effective advisory experience.
3. Insight Wealth Partners LLC
Insight Wealth Partners is an independent, fee-only wealth management and advisory firm headquartered in Plano, Texas, dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and business owners. With nearly two centuries of combined experience, their team offers personalized strategies encompassing retirement planning, estate planning, and professional asset management, overseeing approximately $1 billion in assets. Their client-centric approach is guided by principles of stewardship, discipline, and integrity, ensuring that all financial decisions align with clients’ unique goals and values. Utilizing a structured five-step process—Discovery, Strategy Development, Strategy Review, Solution Implementation, and Ongoing Reviews—they deliver tailored financial solutions supported by cutting-edge tools and a collaborative team approach. The firm’s commitment to excellence has been recognized through multiple accolades, including listings in D Magazine’s “Best Financial Planners” and Forbes’ “Top Next-Gen Wealth Advisors.”
4. Twin Oaks Wealth Partners
Twin Oaks Wealth Partners, based in Plano, Texas, is a financial advisory practice affiliated with Raymond James Financial Services. Led by Managing Partner Donald W. Bailey, CFP®, CIMA®, the team brings decades of experience to help clients pursue their financial goals through customized, risk-managed strategies. Their comprehensive approach includes financial planning, investment management, retirement strategies, estate planning, and risk management, tailored to each client’s unique needs. Serving a diverse clientele—including business owners, corporate executives, families, retirees, and individuals experiencing sudden wealth—the firm is committed to providing personalized guidance and fostering long-term relationships. By coordinating with clients’ other trusted advisors, Twin Oaks Wealth Partners ensures a holistic approach to wealth management, aiming to provide clarity and confidence throughout their clients’ financial journeys.
5. Strategic Wealth Partners
Strategic Wealth Partners is a comprehensive financial planning firm dedicated to helping clients pursue and preserve their legacies. With over 22 years of experience, the firm offers personalized strategies encompassing estate planning, investment and retirement planning, business succession, and insurance solutions. Their approach is holistic, aiming to reduce stress and address common financial concerns such as portfolio risk, longevity, family provision, long-term care, and responsible inheritance.
6. Wealthstar Advisors
WealthStar Advisors is an independent financial planning and wealth management firm serving high-net-worth individuals, families, and businesses across North America. Established in 2010, the firm boasts a team with over 175 years of combined experience in comprehensive wealth management and advisory services. Their mission centers on prioritizing clients’ goals and needs, striving to provide a higher level of relationship and quality of service. By collaborating closely with clients, they develop comprehensive strategies tailored to individual goals and concerns, guiding clients through the implementation and maintenance of actions necessary to achieve their desired lifestyles. WealthStar Advisors is headquartered in Plano, Texas, with affiliated offices in McKinney, TX, and Lenexa, KS.
7. Lifeway Financial Corporation
Lifeway Financial Corporation, headquartered in Plano, Texas, is a fee-only, SEC-registered investment advisory firm dedicated to providing personalized financial planning and investment management services to individuals and families. Emphasizing a fiduciary approach, Lifeway ensures that its guidance is solely in the best interest of its clients, free from commissions or third-party incentives. The firm’s philosophy centers on creating a safe and supportive environment where clients can learn, evaluate, and make informed decisions aligned with their financial goals. Their comprehensive services encompass retirement planning, investment strategy development, insurance solutions, and estate planning, all tailored to meet the unique needs and objectives of each client. By fostering long-term relationships and maintaining a commitment to clarity and action, Lifeway Financial aims to empower clients to achieve financial freedom and peace of mind.
8. Cure Financial
Cure Financial is a Plano, Texas-based financial advisory firm that offers personalized financial life planning services. Their approach emphasizes aligning clients’ financial strategies with their personal goals and values to maximize joy and fulfillment. The firm provides comprehensive wealth management services, including retirement, estate, investment, insurance, and tax planning. Their experienced team, including advisors like Trey Cure, Elijah Murray, and Evan Cure, offers long-term support to help clients navigate various life stages and financial decisions. Cure Financial operates independently while offering securities through Osaic Wealth, Inc., a member of FINRA/SIPC. They are licensed to sell insurance and securities in multiple states, including Texas, Arizona, and New York. The firm is committed to providing reliable advice and building trusted partnerships with clients.
9. Hill Financial Group
Hill Financial Group, based in Midlothian, Texas, is a full-service financial advisory firm dedicated to helping individuals and business owners pursue their financial goals. With over 20 years of experience, the firm emphasizes integrity and professionalism in its client relationships. Their comprehensive services include investment oversight, tax reduction planning, retirement income and distribution planning, and family wealth planning. The team, led by Certified Estate Planner and Financial Planner Michael G. Hill, works closely with clients to create personalized financial strategies that adapt to changing economic and tax environments. They also offer educational resources such as newsletters, videos, and podcasts to keep clients informed. Hill Financial Group operates independently but offers securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC.
10. Kuhn Capital Partners
Kuhn Capital Partners is an independent wealth management firm headquartered in Naperville, Illinois, with over 28 years of experience serving individuals, families, and business owners nationwide. Led by founder and president Robert Kuhn, the firm specializes in comprehensive retirement planning, investment management, tax optimization, and Social Security strategies. Their approach is rooted in fiduciary responsibility, ensuring that clients’ best interests are always the top priority. The firm employs a structured planning process that includes an initial meeting to understand clients’ goals, followed by detailed planning and ongoing support to adapt to life’s changes. Kuhn Capital also offers access to institutional services and private investments, aiming to build diversified portfolios across multiple asset classes. Clients can engage through various channels, including phone, video, or in-person consultations, and benefit from tools like a secure client portal and mobile app for easy access to their financial information.
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