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Credentials
CFP®, CFA®
Experience Industry experience
10 years
Location
McKinney, TX
Working in the investment industry since 2007, I've seen the good, bad and everything in-between when it comes to financial advice.
A good adviser can add years to a successful retirement and prevent costly, sometimes devastating financial errors. Fortunately there are many good advisers out there (especially in the XY Planning Network).
Unfortunately, there is also plenty of bad advice from unqualified advisers out there. It can be hard to tell the difference. That can be an expensive lesson. My dad's experience with an adviser in the early 2000s lost him $400,000. I wrote about it here: https://empowermenttools.net/my-dad-lost-400000-heres-what-i-did-about-it/
I started Financial Empowerment to be different.
As a devoted Christ-follower I help people steward the financial blessings God has put in their hands. As a fee-only fiduciary, my goal is simple: to help you reach yours. If you're wrestling with multiple competing goals, I'll help you prioritize what to focus on first.
I believe in honesty and following through on promises. Finances can seem complicated, but they don't have to be. Ideas that build wealth are often intuitive if explained in plain English.
As a CFP® professional and CFA charterholder, I've devoted my career to pursuing the frontiers of investment management and financial planning knowledge. My aim is to provide the highest quality service for clients, on a level that I would accept for my own family.
Clients I tend to work best with are 45 - 60 years old, making $200K or more per year, with no or low debt outside of their mortgage. I'm based in McKinney, Texas (Dallas-Ft. Worth metro area) but originally from Denver, Colorado. When I'm not building financial plans you can find me playing basketball or doing art projects with my 10-year old daughter or on the mats practicing Brazilian Jiu-Jitsu and Kenpo Karate.
Schedule a free, no obligation call using the link provided and we'll discuss your situation and how I can help.
Max $12,500/yr per household. 2% first $200K, 1% above
$6,000 one-time written plan covering your top 3 planning questions. $1,500 single decision clarity session..
$460 per hour
$500/ month, cancel anytime.
A Clarity Session ($1,500) answers one big decision, like when to claim Social Security or whether to pay off the mortgage. If you have a few questions, the One-Time Financial Plan ($6,000) puts answers to up to three of them in writing. Ongoing Planning ($500 a month) works through every area of your finances over a year and keeps the plan current as life changes. You can cancel anytime. Some people want their money managed too. For them, the fee stops at $12,500 a year for the whole household. A $500,000 household pays $7,000. Above about $1,050,000 the fee stays at $12,500. Every investment client gets a written Investment Policy Statement. The minimum is $50,000, and I take no commissions. Details at https://empowermenttools.net/services
McKinney, TX
McKinney TX
Advisors at this office
1
Texas
10 years of industry experience
Financial Empowerment LLC
2023 - Present • 3 years
Plano, TX
N/A
2023 - 2023 • 1 year
Plano, TX
Avantax Planning Partners
2021 - 2023 • 2 years
Dubuque, IA
Avantax Investment Services, Inc.
2019 - 2023 • 4 years
Dallas, TX
Avantax Advisory services
2019 - 2023 • 4 years
Dallas, TX
1st Global Capital Corp
2018 - 2019 • 1 year
Dallas, TX
1st Global Advisors, Inc.
2018 - 2019 • 1 year
Dallas, TX
United Capital Financial Advisers, LLC
2014 - 2018 • 4 years
Newport Beach, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Plano, TX
Strategic Financial Planning, Inc.
Bryan Lee is a CFP® with 23 years of industry experience, serving as an advisor at Strategic Financial Planning, Inc. since 1999. Strategic Financial Planning, Inc. provides discretionary wealth management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm primarily allocates assets among the portfolio best suited for each client's particular situation.
Verified by Warmer
Series 63, Series 65, CFP®, EA
Frisco, TX
Sagespring Wealth Partners
Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 billion in discretionary assets and serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.
Series 65
Frisco, TX
Everglade Capital, LLC
Minab Mulugheta is a financial advisor at Everglade Capital, LLC in Frisco, TX, holding a Series 65 designation with several years of experience across financial services and corporate roles. His previous positions include work at SagePoint Capital Partners LLC, Union Home Mortgage, Celanese, NRL Mortgage Servicing, and PricewaterhouseCoopers. Everglade Capital is an independent registered investment adviser serving high-net-worth individuals, families, trusts, foundations, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management alongside a range of planning services, including estate, succession, tax coordination, and family governance, with a focus on diversified portfolios and selective use of alternative investments.
CFP®, Series 66
Frisco, TX
The Financial Sciences Company, LLC
Theo Halbardier is a CFP® certificant with seven years of industry experience. He is currently the sole advisor at The Financial Sciences Company, LLC, an independent firm he joined in 2025. His prior work includes roles at Sealy Investment Securities, Ashford Securities, and Bank of America, among others. The Financial Sciences Company, LLC is a newly formed, state-registered investment adviser that plans to serve a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a tailored investment process combining fundamental, macroeconomic, technical, and quantitative analysis, and offers services such as portfolio management, financial planning, retirement-plan consulting, and educational seminars.
CFP®, EA, RICP®
McKinney, TX
Krishna Wealth Planning
My name is Neil Krishnaswamy. I have long been intrigued by the challenge we face to live the most abundant life we can NOW while also building a secure foundation for the future. For over the past decade, I’ve sought answers by building and refining processes to help people allocate their resources in line with their goals and make better decisions. This journey has manifested into the formation of an independent financial planning and investment firm, called Krishna Wealth Planning. With a diverse background as both a technology professional and advisor for a wealth management firm, I utilize unique skills and a process-based approach to help manage the complexity of my clients’ financial lives. I identify the risks and trade-offs that need to be made while carefully executing the details of their financial and investment plans. I also seek to educate the broader public through writing, pro bono services, and interactions with the media. Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family. On a professional note: I became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received my Retirement Income Certified Professional (RICP®) certification in 2016. In addition, I am an IRS Enrolled Agent (EA) and earned a B.S. degree in Electrical Engineering from Purdue University. On a personal note: I live in McKinney, Texas (North Dallas area) along with my lovely wife of over 20 years, Pavi. I also enjoy long walks with my German Shepherd, practicing yoga and escaping into a good book. I am always grateful to spend time with my beautiful daughter Veda. I am a member various organizations including the XY Planning Network, NAPFA and the Global Financial Planning Institute.
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
Carlos Lopez Jr. is the sole advisor at Two Pillars Asset Management in Frisco, TX, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at the firm since 2019, following two years at CWM Advisors, LLC d/b/a Inspire. Two Pillars Asset Management is an independent registered investment adviser serving individuals, high-net-worth clients, ERISA plans, and charitable organizations. The firm combines faith-based investing with quantitative and fundamental analysis, providing discretionary portfolio management, financial and estate planning coordination, and model portfolio services.
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