Joseph Applewhite is a Series 65-licensed financial advisor with 18 years of industry experience. He has led Applewhite Financial Planning, PLLC since 2013 and is also a CPA providing accounting services outside of his advisory role. Applewhite operates from Dallas, TX. Applewhite & Buys Financial Advisors serves individuals, high-net-worth clients, businesses, and their retirement plans, with a focus on healthcare, legal, education, and small-business sectors. The firm employs a Core + Satellite investment approach combining passive index exposures with active holdings, and offers modular financial planning, portfolio supervision, retirement-plan consulting, and accounting and tax services under separate agreements.

Timothy Buys is a Series 65-licensed financial advisor with Applewhite & Buys Financial Advisors in Dallas, TX, and has nine years of industry experience. He has worked at Applewhite Financial Planning, PLLC since 2016, where he also provides accounting services as a certified public accountant. Applewhite & Buys Financial Advisors offers financial planning and investment management to individuals, high-net-worth clients, businesses, and retirement plans, with a focus on healthcare, legal, education, and small-business sectors. The firm employs a Core + Satellite investment approach that combines passive index exposures with active holdings and provides additional services such as retirement-plan consulting, accounting, tax work, and educational workshops.