We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure in your family’s financial future and confident in your own decisions.

We prioritize people and partner with clients to build secure futures. We’re here for you—whether we are running cash flow projections, coordinating with your CPA or helping with any insurance or estate planning items.