{"id":18395,"date":"2025-05-10T05:31:00","date_gmt":"2025-05-10T05:31:00","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=18395"},"modified":"2025-05-12T15:37:55","modified_gmt":"2025-05-12T15:37:55","slug":"frisco-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/frisco-to-consider\/","title":{"rendered":"Investment Firms in Frisco To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-129-1024x683.png\" alt=\"\" class=\"wp-image-46256\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-129-1024x683.png 1024w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-129-768x513.png 768w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-129-600x400.png 600w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-129.png 1380w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Frisco, Texas, part of the booming Dallas\u2013Fort Worth metropolitan area, has become a beacon of corporate expansion and economic diversification. With rapid population growth and an influx of wealth, Frisco\u2019s financial services industry has kept pace through the rise of modern investment advisory firms. These institutions\u2014ranging from independent RIAs to hybrid wealth management groups\u2014offer specialized counsel in tax mitigation, business succession planning, real estate investments, and alternative assets. This objective guide offers a gateway into Frisco\u2019s fast-developing investment firm landscape, assisting investors in finding credible and responsive financial advisors.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. TDJ Equity Funding<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfYKwevoXQ9Cim11QJzmI77e5kgA7pUrTXqAlWRvS6c4TUovRxv6o9eItl-dL6YorCEsK-jaJmJ4sb6xd5oQFSHAPeoTbxkc6petufGXYlD_-aVwNycVlL7vaLZxWZgSwPoS33XnA.png\" alt=\"\" class=\"wp-image-46260\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfYKwevoXQ9Cim11QJzmI77e5kgA7pUrTXqAlWRvS6c4TUovRxv6o9eItl-dL6YorCEsK-jaJmJ4sb6xd5oQFSHAPeoTbxkc6petufGXYlD_-aVwNycVlL7vaLZxWZgSwPoS33XnA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfYKwevoXQ9Cim11QJzmI77e5kgA7pUrTXqAlWRvS6c4TUovRxv6o9eItl-dL6YorCEsK-jaJmJ4sb6xd5oQFSHAPeoTbxkc6petufGXYlD_-aVwNycVlL7vaLZxWZgSwPoS33XnA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>TDJ Equity Funding<\/strong>, based in Frisco, Texas, is a nationwide loan brokerage firm specializing in securing funding solutions for business owners, entrepreneurs, and real estate investors. The firm offers a wide array of financial products, including working capital, business term loans, equipment financing, business acquisitions, and real estate-secured loans. TDJ Equity Funding provides personalized assistance throughout the funding process, managing lender interactions and ensuring clients meet financial requirements. With a focus on transparency and efficiency, some programs offer approvals within a single day. Additionally, the firm offers educational resources, such as the \u201cWomen Startup Funding &amp; Coaching Bootcamp,\u201d and connects clients to a referral network of professionals for business planning and financial strategy support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 2145617109<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: team@tdjequityllc.net<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address: 7460 Warren Pkwy Suite 100, Frisco, TX 75034, United States<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: <a href=\"https:\/\/www.tdjequityllc.net\/\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.tdjequityllc.net\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Merit Financial Advisors<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcHsAFUMTcOLcN1C0w0Re8t7D6TapnI_pEsTJQjqNl4Q5ar8VWwLlWYGTRqk96kLaB0ILYm02kmLDjqSP8yjh91qybsYEj_Wb21wBspR8LaT_PGaG-nMJzsBRo-mBbv6CsUEhhd1w.png\" alt=\"\" class=\"wp-image-46257\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcHsAFUMTcOLcN1C0w0Re8t7D6TapnI_pEsTJQjqNl4Q5ar8VWwLlWYGTRqk96kLaB0ILYm02kmLDjqSP8yjh91qybsYEj_Wb21wBspR8LaT_PGaG-nMJzsBRo-mBbv6CsUEhhd1w.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcHsAFUMTcOLcN1C0w0Re8t7D6TapnI_pEsTJQjqNl4Q5ar8VWwLlWYGTRqk96kLaB0ILYm02kmLDjqSP8yjh91qybsYEj_Wb21wBspR8LaT_PGaG-nMJzsBRo-mBbv6CsUEhhd1w-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Merit Financial Advisors<\/strong> is a national wealth management firm committed to enhancing clients\u2019 lives through personalized financial strategies. With over 300 team members across 48 offices, including Frisco, TX, Merit offers a comprehensive range of services such as financial planning, wealth management, insurance planning, and support during life transitions like retirement, divorce, career changes, and widowhood. Operating under a fiduciary standard, Merit ensures that all financial decisions align with clients&#8217; goals. As of March 31, 2025, the firm manages approximately $15.96 billion in assets, serving over 26,000 households nationwide. Merit\u2019s mission is to revolutionize wealth management by building the future of the Registered Investment Advisor (RIA) model, emphasizing trust, transparency, and customized financial guidance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 2144234200<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: rkent@meritfinancialadvisors.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address: 2801 Network Blvd # 503, Frisco, TX 75034, United States<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: <a href=\"https:\/\/www.meritfinancialadvisors.com\/?utm_source=google&amp;utm_medium=organic&amp;utm_campaign=gbp&amp;utm_term=frisco-tx\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.meritfinancialadvisors.com\/?utm_source=google&amp;utm_medium=organic&amp;utm_campaign=gbp&amp;utm_term=frisco-tx<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. SageSpring Wealth Partners<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeWra0TovBw4nuSHZP1z2WUPH5eVTpxvUOYLiXwKdLJsLmdqT-s_KKDBidz4ff9_IZCTKOh7yYZTKCmTpGYTJ86EtI6WEE727XckQgvc1wufp8FB7WRcZN2vrHkUFjM6uigsi_VTw.png\" alt=\"\" class=\"wp-image-46262\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeWra0TovBw4nuSHZP1z2WUPH5eVTpxvUOYLiXwKdLJsLmdqT-s_KKDBidz4ff9_IZCTKOh7yYZTKCmTpGYTJ86EtI6WEE727XckQgvc1wufp8FB7WRcZN2vrHkUFjM6uigsi_VTw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeWra0TovBw4nuSHZP1z2WUPH5eVTpxvUOYLiXwKdLJsLmdqT-s_KKDBidz4ff9_IZCTKOh7yYZTKCmTpGYTJ86EtI6WEE727XckQgvc1wufp8FB7WRcZN2vrHkUFjM6uigsi_VTw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SageSpring Wealth Partners<\/strong> is a U.S.-based independent financial advisory firm focused on personalized, holistic financial planning. With a mission to help clients build wealth and achieve long-term financial independence, the firm aligns financial strategies with individual values and goals. With over 60 advisors across multiple states, SageSpring offers services including retirement income planning, tax-integrated strategies, investment management, estate planning, and charitable giving. Their Private Wealth division specializes in family office solutions and legacy planning for high-net-worth families. SageSpring\u2019s client-centric approach ensures the creation of customized financial plans that reflect each client\u2019s unique needs and aspirations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 2143874500<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: jessica.roberson@sagespring.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address:2601 Network Blvd #101, Frisco, TX 75034, United States<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: <a href=\"http:\/\/www.sagespring.com\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.sagespring.com\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Brindle &amp; Bay Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdHfxofamqh_ZEbEZ5uz94ymxcob1Ee7ZRenJ1p8ceRv_sO_8vL2Zrg6BIAMbXZpqbrNeugJN7yHYup8tGA7DnLqaNcanwCwnRwgUjIcuzV5_gJvTVGPIMRR4BsTB4tl0amoPOT5Q.png\" alt=\"\" class=\"wp-image-46258\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdHfxofamqh_ZEbEZ5uz94ymxcob1Ee7ZRenJ1p8ceRv_sO_8vL2Zrg6BIAMbXZpqbrNeugJN7yHYup8tGA7DnLqaNcanwCwnRwgUjIcuzV5_gJvTVGPIMRR4BsTB4tl0amoPOT5Q.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdHfxofamqh_ZEbEZ5uz94ymxcob1Ee7ZRenJ1p8ceRv_sO_8vL2Zrg6BIAMbXZpqbrNeugJN7yHYup8tGA7DnLqaNcanwCwnRwgUjIcuzV5_gJvTVGPIMRR4BsTB4tl0amoPOT5Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Brindle &amp; Bay Wealth Management<\/strong> is an independent financial advisory firm based in Texas, committed to helping individuals retire with confidence and clarity. Their client-centered approach is grounded in the Golden Rule\u2014treating clients as they would treat themselves\u2014ensuring personalized and empathetic financial planning. Specializing in retirement income strategies, investment management, tax efficiency, healthcare considerations, and legacy planning, Brindle &amp; Bay offers comprehensive services tailored to each client\u2019s specific goals. Through proactive planning and transparent communication, the firm aims to guide clients through the complexities of financial decision-making, preparing them for a secure and fulfilling retirement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 2149889178<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: hello@brindleandbay.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address: 5899 Preston Rd Ste. 1103, Frisco, TX 75034, United States<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: https:\/\/www.brindleandbay.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Wave Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdA-HiWHocRH1LzBvZzUQRgd15Ch1iY1nIWU107gIM_I6cLYUaGzS5eW3_GSIZsULc7XAllUgVlFQUWea0-mYGZ0wbfXR3jsKB4BHSY8rH2UE0zM_hhjK9Bw6mFfoUJk7DicCBKTQ.png\" alt=\"\" class=\"wp-image-46261\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdA-HiWHocRH1LzBvZzUQRgd15Ch1iY1nIWU107gIM_I6cLYUaGzS5eW3_GSIZsULc7XAllUgVlFQUWea0-mYGZ0wbfXR3jsKB4BHSY8rH2UE0zM_hhjK9Bw6mFfoUJk7DicCBKTQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdA-HiWHocRH1LzBvZzUQRgd15Ch1iY1nIWU107gIM_I6cLYUaGzS5eW3_GSIZsULc7XAllUgVlFQUWea0-mYGZ0wbfXR3jsKB4BHSY8rH2UE0zM_hhjK9Bw6mFfoUJk7DicCBKTQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Wave Wealth<\/strong> is a boutique RIA firm focused on providing personalized wealth management services that prioritize clients&#8217; best interests. Founded by Certified Financial Planner\u2122 <strong>Ben Jones<\/strong>, the firm offers unbiased, customized strategies aimed at maximizing wealth and minimizing taxation. Supported by <strong>Client Coordinator Kristin Casey<\/strong>, Wave Wealth emphasizes trust, offering free consultations to understand each client\u2019s unique financial needs before engagement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 9729544100<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: info@wavewealth.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address: 7000 Parkwood Blvd suite G300, Frisco, TX 75034, United States<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: <a href=\"http:\/\/www.wavewealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.wavewealth.com\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. First Dallas Financial Group Inc.<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXchidvSY6MVultioz-N7MC-7I78mfROfFUwiKlw_XAnbKOBTbbuHPnoh0UqLZzjdX3cCnr9Lb2npYsaV9XiuaDNi1hFu6ofeINDBSRgvZll92ePvQgKguXPaSiXKz6fZjRkkFu8GA.png\" alt=\"\" class=\"wp-image-46263\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXchidvSY6MVultioz-N7MC-7I78mfROfFUwiKlw_XAnbKOBTbbuHPnoh0UqLZzjdX3cCnr9Lb2npYsaV9XiuaDNi1hFu6ofeINDBSRgvZll92ePvQgKguXPaSiXKz6fZjRkkFu8GA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXchidvSY6MVultioz-N7MC-7I78mfROfFUwiKlw_XAnbKOBTbbuHPnoh0UqLZzjdX3cCnr9Lb2npYsaV9XiuaDNi1hFu6ofeINDBSRgvZll92ePvQgKguXPaSiXKz6fZjRkkFu8GA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>First Dallas Financial Group<\/strong> is a Texas-based financial advisory firm that provides personalized, comprehensive planning to help clients achieve their financial goals. Specializing in retirement income strategies and investment risk management, the firm offers a holistic approach that prioritizes long-term financial well-being. Their experienced team works closely with clients to create tailored plans, providing educational resources and no-obligation portfolio reviews. Operating with a client-first philosophy, they believe their success is tied to their clients&#8217; success, with services offered through Cambridge Investment Research.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 19722482032<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: jessica@firstdallasfinancial.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address: 2591 Dallas Pkwy Ste. 300, Frisco, TX 75024<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: <a href=\"http:\/\/www.firstdallasfinancial.com\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.firstdallasfinancial.com\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Madison Capital<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXejGPfAX5UdKDk0lPifQNj5vf3H5baDgsQTFcQkIt0gVXqzH3y2H2fT5V7K1vJ-98564HukFWX6dSpyPqJcWjUTssELRw7EGSm-S4WzejugDI5GRSEDI_h9A5V0hQerOghgJe92Kw.png\" alt=\"\" class=\"wp-image-46264\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXejGPfAX5UdKDk0lPifQNj5vf3H5baDgsQTFcQkIt0gVXqzH3y2H2fT5V7K1vJ-98564HukFWX6dSpyPqJcWjUTssELRw7EGSm-S4WzejugDI5GRSEDI_h9A5V0hQerOghgJe92Kw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXejGPfAX5UdKDk0lPifQNj5vf3H5baDgsQTFcQkIt0gVXqzH3y2H2fT5V7K1vJ-98564HukFWX6dSpyPqJcWjUTssELRw7EGSm-S4WzejugDI5GRSEDI_h9A5V0hQerOghgJe92Kw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Madison Capital Investments<\/strong> is a private equity firm specializing in energy royalty portfolios for accredited investors and institutions. With offices in Madison, Wisconsin, and Frisco, Texas, the firm focuses on building diversified portfolios that offer direct ownership of energy assets, providing monthly cash flow, acting as an inflation hedge, and offering upside potential. Their strategy emphasizes a high well count, with over 1,000 wells across 15 states. The firm\u2019s asset management arm, <strong>Madison Royalty Management LLC (MRM)<\/strong>, manages royalty interests exceeding $37 million in cost basis, with assets in 16 states and over 60 counties, offering services in portfolio construction, asset management, and investor reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 12149876000<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: dtodd@madisoncapinv.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address: 2601 Network Blvd, Frisco, TX 75034<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: <a href=\"http:\/\/madisoncapitalinvestments.com\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/madisoncapitalinvestments.com\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">8. Herrington Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfI4YXLYQFqVMMmx5KGd8YiHnezNK3heLJq2ubxMr9gDLtrmrXsUXimcNE6M7lRbuAes_ZS3E9_aUXu08srZ3ARZdrbcsOSmYvRuoVLmfxvZmzduA2wVt0Pf_KCcJdkmwyrdSlXRw.png\" alt=\"\" class=\"wp-image-46259\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfI4YXLYQFqVMMmx5KGd8YiHnezNK3heLJq2ubxMr9gDLtrmrXsUXimcNE6M7lRbuAes_ZS3E9_aUXu08srZ3ARZdrbcsOSmYvRuoVLmfxvZmzduA2wVt0Pf_KCcJdkmwyrdSlXRw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfI4YXLYQFqVMMmx5KGd8YiHnezNK3heLJq2ubxMr9gDLtrmrXsUXimcNE6M7lRbuAes_ZS3E9_aUXu08srZ3ARZdrbcsOSmYvRuoVLmfxvZmzduA2wVt0Pf_KCcJdkmwyrdSlXRw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Herrington Wealth Management<\/strong> is an independent, fee-only financial advisory firm in Frisco, Texas, founded in 2019. Specializing in comprehensive financial planning, the firm offers services in investment management, retirement planning, estate planning, and education funding. As fiduciaries, they prioritize clients&#8217; best interests with transparent, all-inclusive pricing, charging a 1% annual fee on managed assets, which decreases to 0.6% for portfolios over $10 million. The firm stands out with its concierge service model, meeting clients at home, office, or virtually, for greater convenience. They also provide alternative investments like private equity, venture capital, and real estate, with educational sessions on associated risks and benefits. Led by <strong>Angie Herrington, CFP\u00ae<\/strong>, and <strong>Galen Rue Herrington<\/strong>, the firm focuses on personalized financial strategies and building long-term client relationships.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Phone: 12145098724<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email: info@herringtonwealth.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Address: 6160 Warren Pkwy #100, Frisco, TX 75024<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Website: <a href=\"http:\/\/www.herringtonwealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\">http:\/\/www.herringtonwealth.com\/<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Navigating Frisco\u2019s Investment Firms Landscape<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Choosing an investment firm in Frisco requires a strategic evaluation of both traditional metrics\u2014such as performance history and regulatory credentials\u2014and deeper considerations, including the firm\u2019s alignment with one\u2019s long-term financial goals and personal wealth philosophy. As a rapidly expanding economic hub within the Dallas\u2013Fort Worth metroplex, Frisco offers a diverse range of investment firms equipped to support objectives from retirement planning and generational wealth transfer to tax-efficient growth. In a competitive and innovation-driven financial environment, investors are encouraged to critically assess advisory approaches, client service models, and fiduciary standards to ensure a partnership that fosters long-term value and strategic clarity.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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With rapid population growth and an influx of wealth, Frisco\u2019s [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":46256,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-18395","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages\/18395","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/comments?post=18395"}],"version-history":[{"count":4,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages\/18395\/revisions"}],"predecessor-version":[{"id":46265,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages\/18395\/revisions\/46265"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/media\/46256"}],"wp:attachment":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/media?parent=18395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}