Whether you’re planning for retirement, growing your wealth, or seeking expert financial guidance, choosing the right wealth manager can significantly impact your financial future. Arlington is home to a range of experienced professionals dedicated to helping individuals, families, and business owners achieve their goals.
To simplify your search, we’ve compiled a list of wealth managers in Arlington—each offering personalized advice and strategic financial planning tailored to your unique needs.
1. Baker Financial Services, LLC
2. Cannoles Asset Management, Inc.
3. F3 Wealth Management
4. JDG Wealth Management Group
5. Parkstone Wealth Management LLC
6. CoreTegic Capital Wealth Management
7. Amt Lifetime Financial
8. Ivy League Retirement Planning
9. Walton Lourcey Wealth Advisors10. Renaissance Wealth Management
10. Renaissance Wealth Management
Baker Financial Services, LLC
Baker Financial Services, LLC is a full-service financial planning firm based in Arlington, Texas, with over 30 years of experience in guiding clients toward financial independence. They specialize in comprehensive financial planning, offering personalized services tailored to each client’s unique goals and circumstances. Whether you’re preparing for retirement, starting an investment program, or seeking a customized financial blueprint, their dedicated team is committed to providing outstanding service and helping you navigate today’s complex financial environment.
Address: 1415 W Randol Mill Rd, Arlington, TX 76012
Phone: 817-861-7099
Email: [email protected]
Website: https://www.bakerfinancial.net/
Cannoles Asset Management, Inc.
Cannoles Asset Management, Inc. is a fee-only wealth management firm based in Dalworthington Gardens, near West Arlington, Texas. Dedicated to providing unbiased financial advice, the firm specializes in helping successful individuals and families navigate complex financial situations through integrated financial planning and investment management services. As an independent firm, Cannoles Asset Management does not accept commissions, referral fees, or non-financial incentives, ensuring that their Registered Investment Advisors focus solely on clients’ best interests. Their client-centric approach emphasizes understanding, organizing, and managing wealth to achieve long-term financial goals.
Address: Dalworthington Gardens, TX
Phone: 8173501669
Email: [email protected]
Website: https://www.dfw-investments.com/
F3 Wealth Management
F3 Wealth Management is a Texas-based financial advisory firm specializing in helping business owners and professionals increase retirement income by 50–70% without additional savings, while also reducing risk. Founded by Colby S. Van Sickler, the firm offers a comprehensive, process-driven approach that includes investments, retirement planning, college planning, and wealth management. Their five-step model focuses on holistic analysis, dynamic modeling, and tax-efficient strategies to optimize clients’ financial lives. F3 Wealth Management is a Texas State Securities Board Registered Investment Advisor, emphasizing transparency and client empowerment.
Address: 1000 Ballpark Way #310, Arlington, TX 76012
Phone: 817-898-8700
Email: [email protected]
Website: http://f3wm.com/
JDG Wealth Management Group
JDG Wealth Management Group, LLC is a full-service financial advisory firm based in Arlington, Texas, dedicated to helping clients build and preserve wealth across generations. With over 20 years of experience, the firm offers personalized services in financial consulting, planning, portfolio management, and estate planning. Their team of fiduciary advisors collaborates closely with clients to develop customized strategies that align with individual goals and life stages. By emphasizing transparency, integrity, and client-centric solutions, JDG Wealth Management Group strives to simplify complex financial matters and support long-term financial success.
Address: 1701 East Lamar Blvd, Suite 265, Arlington, TX 76006
Phone: (817) 900-8455
Email: [Not provided on the website]
Website: https://www.grantwealthgroup.com/
Parkstone Wealth Management LLC
Parkstone Wealth Management, LLC is an independent, fee-only financial advisory firm based in Arlington, Texas. Established in 2013, the firm offers personalized financial planning and investment management services tailored to individuals, high-net-worth clients, and charitable organizations. With approximately $170 million in assets under management, Parkstone Wealth Management provides services such as portfolio management, retirement planning, and the selection of other advisors to meet clients’ diverse financial needs. The firm’s commitment to transparency and client-centric solutions ensures that each financial strategy is aligned with the client’s unique goals and circumstances.
Finance Strategists
Address: 1000 Ballpark Way, Suite 302, Arlington, TX 76011
Phone: 817-962-0068
Email: [email protected]
Website: https://www.parkstonewealth.com/
CoreTegic Capital Wealth Management
CoreTegic Capital Wealth Management is a fee-only, fiduciary financial planning firm based in Arlington, Virginia. Founded by Anthony T. Reynolds, CFP®, ChFC®, MBA, the firm specializes in retirement income planning, pension strategies, Social Security optimization, investment management, and tax planning for individuals and families aged 55 and over. With a client-centric approach, CoreTegic Capital offers personalized financial roadmaps to help clients achieve long-term financial independence without sacrificing their current lifestyle. The firm serves clients locally in Northern Virginia and across the country, providing both in-person and virtual consultations.
Address: 2408 26th Road South, Arlington, VA 22206
Phone: 703-261-9449
Email: [email protected]
Website: https://www.coretegiccapital.com/
Amt Lifetime Financial
AMT Lifetime Financial is a Texas-based financial services firm with offices in Arlington, Austin, and Waco, specializing in personalized retirement planning and wealth protection strategies. Founded by Joy Nunn, a Federal Retirement Consultant, the firm offers a range of services including lifetime income planning, 401(k) and IRA rollovers, college funding, life insurance, Medicare, and Social Security guidance. With a client-first approach, AMT Lifetime Financial focuses on building lasting relationships and providing clear, customized financial plans to help clients achieve long-term security and peace of mind.
Address: 305 W Abram St, Arlington, TX 76010
Phone: 6822761000
Email: [email protected]
Website: https://amtlifetimefinancial.com/
Ivy League Retirement Planning
Ivy League Retirement Planning is a comprehensive wealth management firm based in Arlington, Texas, dedicated to providing personalized investment management and strategic financial planning. Led by founder Robert R. Nursey, the firm offers a wide range of services, including retirement planning, family wealth and estate planning, and comprehensive financial planning. Their client-centric approach focuses on understanding individual goals and developing tailored strategies to help clients achieve financial security and peace of mind. With a commitment to building lasting relationships, Ivy League Retirement Planning strives to be a trusted advisor for individuals and families navigating their financial journeys.
Address: 721 Uta Blvd, Arlington, TX 76013
Phone: 8172758275
Email: [email protected]
Website: https://www.ivyleagueretirement.com/
Walton Lourcey Wealth Advisors
Walton Lourcey Wealth Advisors is an independent financial advisory firm based in Fort Worth, Texas, with over 25 years of experience serving clients in the Arlington area. Founded by Bill Lourcey and Ryan Walton, the firm specializes in retirement planning, tax-efficient wealth management, and legacy planning for individuals, families, retirees, and business owners. Their client-focused approach emphasizes personalized strategies, open communication, and education to help clients navigate financial complexities and achieve long-term security. By combining deep industry expertise with a commitment to transparency and fiduciary responsibility, Walton Lourcey Wealth Advisors aims to empower clients to make informed financial decisions and build lasting wealth.
Address: 2310 W Interstate 20 Ste 200A, Arlington, TX 76017
Phone: 8177842800
Email: [email protected]
Website: https://www.waltonlourcey.com/
Renaissance Wealth Management
Renaissance Wealth Management was founded with the goal of assisting clients in every aspect of their financial lives. The firm is committed to providing the most personalized service available, earning a reputation for excellence in the industry. For each client, Renaissance Wealth Management strives to help create financial stability and independence.
The team consists of experienced professionals with a “hands-on” approach to financial guidance. Clients will find the team not only knowledgeable but also genuinely caring about making their financial dreams a reality. As their financial professionals, the staff is dedicated to keeping clients focused on their goals, advising them on the path to achieve them, and continually emphasizing the importance of maintaining a disciplined approach to realizing their financial aspirations.
Address: 5029 La Mart Dr f, Riverside, CA 92507
Phone: 9513763876
Email: [email protected]
Website: https://www.rwmadvisors.com/
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